Wallace Advisory Group’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 | $607K | Buy |
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|
2025
Q2 | $575K | Buy |
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|
2025
Q1 | $569K | Sell |
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|
2024
Q4 | $674K | Sell |
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|
2024
Q3 | $657K | Hold |
|
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|
2024
Q2 | $657K | Buy |
|
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|
2024
Q1 | $490K | Sell |
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $484K | Hold |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q4 | $460K | Buy |
|