Walkner Condon Financial Advisors’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $225K | Sell |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $210K | Sell |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $227K | Buy |
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