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Triad Wealth Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Triad Wealth Partners’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$205K Sell
3,911
-823
-17% -$43.1K 0.04% 286
2025
Q1 		$242K Buy
+4,734
New +$242K 0.08% 184
2024
Q3 		– Sell
-779
Closed -$38K – 793
2024
Q2 		$38K Buy
+779
New +$38K 0.02% 266