TSWM
Tyler-Stone 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 | $3.94M | Sell |
75,299
-1,205
| -2% | -$63.1K | 0.63% | 34 |
|
|
2025
Q1 | $3.91M | Buy |
76,504
+578
| +0.8% | +$29.5K | 0.7% | 32 |
|
|
2024
Q4 | $3.88M | Sell |
75,926
-667
| -0.9% | -$34.1K | 0.69% | 30 |
|
|
2024
Q3 | $4.05M | Buy |
76,593
+39,180
| +105% | +$2.07M | 0.76% | 29 |
|
|
2024
Q2 | $1.82M | Sell |
37,413
-695
| -2% | -$33.9K | 0.75% | 28 |
|
|
2024
Q1 | $1.91M | Sell |
38,108
-236
| -0.6% | -$11.8K | 0.85% | 25 |
|
|
2023
Q4 | $1.79M | Sell |
38,344
-398
| -1% | -$18.6K | 0.9% | 26 |
|
|
2023
Q3 | $1.6M | Sell |
38,742
-357
| -0.9% | -$14.7K | 0.91% | 26 |
|
|
2023
Q2 | $1.69M | Buy |
+39,099
| New | +$1.69M | 0.95% | 24 |
|
|
2022
Q4 | $1.54M | Buy |
39,685
+26,385
| +198% | +$1.03M | 1.05% | 22 |
|
|
2022
Q3 | $459K | Hold |
13,300
| – | – | 0.35% | 63 |
|
|
2022
Q2 | $490K | Hold |
13,300
| – | – | 0.33% | 68 |
|
|
2022
Q1 | $555K | Hold |
13,300
| – | – | 0.31% | 72 |
|
|
2021
Q4 | $559K | Buy |
+13,300
| New | +$559K | 0.3% | 74 |
|