TWM
Trueblood Wealth Management’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 | $453K | Sell |
8,658
-58
| -0.7% | -$3.04K | 0.19% | 154 |
|
|
2025
Q1 | $445K | Sell |
8,716
-36
| -0.4% | -$1.84K | 0.21% | 139 |
|
|
2024
Q4 | $448K | Hold |
8,752
| – | – | 0.22% | 141 |
|
|
2024
Q3 | $463K | Sell |
8,752
-60
| -0.7% | -$3.17K | 0.23% | 132 |
|
|
2024
Q2 | $429K | Sell |
8,812
-73
| -0.8% | -$3.56K | 0.24% | 121 |
|
|
2024
Q1 | $445K | Buy |
8,885
+217
| +3% | +$10.9K | 0.25% | 112 |
|
|
2023
Q4 | $404K | Buy |
+8,668
| New | +$404K | 0.25% | 119 |
|