TI
Truepoint Inc’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 | $381K | Buy |
7,271
+241
| +3% | +$12.6K | 0.01% | 108 |
|
|
2025
Q1 | $359K | Sell |
7,030
-728
| -9% | -$37.2K | 0.01% | 105 |
|
|
2024
Q4 | $397K | Sell |
7,758
-327
| -4% | -$16.7K | 0.01% | 99 |
|
|
2024
Q3 | $427K | Sell |
8,085
-309
| -4% | -$16.3K | 0.01% | 99 |
|
|
2024
Q2 | $409K | Sell |
8,394
-1,974
| -19% | -$96.2K | 0.01% | 92 |
|
|
2024
Q1 | $519K | Buy |
+10,368
| New | +$519K | 0.01% | 84 |
|