TW
TritonPoint Wealth’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Buy |
93,195
+231
| +0.2% | +$12.1K | 0.45% | 59 |
|
|
2025
Q1 | $4.75M | Buy |
92,964
+18,930
| +26% | +$967K | 0.45% | 59 |
|
|
2024
Q4 | $3.79M | Sell |
74,034
-814
| -1% | -$41.6K | 0.34% | 78 |
|
|
2024
Q3 | $3.94M | Sell |
74,848
-8,110
| -10% | -$427K | 0.36% | 77 |
|
|
2024
Q2 | $4.04M | Buy |
+82,958
| New | +$4.04M | 0.39% | 69 |
|