Waller Financial Planning Group’s 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 | $9.42M | Buy |
|
|||||
|
2025
Q2 | $8.71M | Buy |
|
|||||
|
2025
Q1 | $6.8M | Sell |
|
|||||
|
2024
Q4 | $7.73M | Buy |
|
|||||
|
2024
Q3 | $7.34M | Buy |
|
|||||
|
2024
Q2 | $6.54M | Buy |
|
|||||
|
2024
Q1 | $6.61M | Buy |
|
|||||
|
2023
Q4 | $5.09M | Sell |
|
|||||
|
2023
Q3 | $4.61M | Sell |
|
|||||
|
2023
Q2 | $4.96M | Sell |
|
|||||
|
2023
Q1 | $4.9M | Sell |
|
|||||
|
2022
Q4 | $7.02M | Sell |
|
|||||
|
2022
Q3 | $6.31M | Buy |
|
|||||
|
2022
Q2 | $6.71M | Sell |
|
|||||
|
2022
Q1 | $7.89M | Sell |
|
|||||
|
2021
Q4 | $8.02M | Sell |
|
|||||
|
2021
Q3 | $7.5M | Buy |
|
|||||
|
2021
Q2 | $7.45M | Buy |
|
|||||
|
2021
Q1 | $6.76M | Sell |
|
|||||
|
2020
Q4 | $6.48M | Buy |
|
|||||
|
2020
Q3 | $5.51M | Sell |
|
|||||
|
2020
Q2 | $5.37M | Sell |
|
|||||
|
2020
Q1 | $6.69M | Buy |
|
|||||
|
2019
Q4 | $7.65M | Buy |
|
|||||
|
2019
Q3 | $7.12M | Buy |
|
|||||
|
2019
Q2 | $6.58M | Buy |
|
|||||
|
2019
Q1 | $6.13M | Buy |
|
|||||
|
2018
Q4 | $5.09M | Buy |
|