UFA
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Uptown Financial Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Uptown Financial Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.44M Buy
142,144
+12,686
+10% +$664K 6.37% 4
2025
Q1 		$6.61M Buy
129,458
+2,825
+2% +$144K 6.75% 4
2024
Q4 		$6.48M Buy
+126,633
New +$6.48M 6.98% 4