WCFA
Walkner Condon Financial Advisors’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 | $225K | Sell |
4,303
-13
| -0.3% | -$680 | 0.04% | 255 |
|
|
2025
Q1 | $220K | Buy |
4,316
+201
| +5% | +$10.3K | 0.04% | 251 |
|
|
2024
Q4 | $210K | Sell |
4,115
-30
| -0.7% | -$1.53K | 0.04% | 264 |
|
|
2024
Q3 | $219K | Sell |
4,145
-53
| -1% | -$2.8K | 0.04% | 254 |
|
|
2024
Q2 | $205K | Sell |
4,198
-270
| -6% | -$13.2K | 0.04% | 247 |
|
|
2024
Q1 | $224K | Sell |
4,468
-127
| -3% | -$6.36K | 0.05% | 250 |
|
|
2023
Q4 | $214K | Buy |
+4,595
| New | +$214K | 0.05% | 250 |
|
|
2023
Q2 | – | Sell |
-6,899
| Closed | -$281K | – | 251 |
|
|
2023
Q1 | $281K | Buy |
6,899
+1,275
| +23% | +$51.9K | 0.08% | 184 |
|
|
2022
Q4 | $219K | Buy |
+5,624
| New | +$219K | 0.07% | 213 |
|
|
2022
Q3 | – | Sell |
-5,739
| Closed | -$211K | – | 229 |
|
|
2022
Q2 | $211K | Buy |
5,739
+308
| +6% | +$11.3K | 0.07% | 207 |
|
|
2022
Q1 | $227K | Buy |
+5,431
| New | +$227K | 0.06% | 196 |
|