WWA
WCG Wealth 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 | $2.84M | Sell |
54,272
-1,906
| -3% | -$99.8K | 0.18% | 121 |
|
|
2025
Q1 | $2.87M | Buy |
56,178
+553
| +1% | +$28.2K | 0.22% | 113 |
|
|
2024
Q4 | $2.85M | Sell |
55,625
-6,430
| -10% | -$329K | 0.19% | 117 |
|
|
2024
Q3 | $3.28M | Buy |
62,055
+17,509
| +39% | +$925K | 0.22% | 111 |
|
|
2024
Q2 | $2.17M | Buy |
44,546
+6,883
| +18% | +$335K | 0.16% | 130 |
|
|
2024
Q1 | $1.89M | Buy |
37,663
+4,352
| +13% | +$218K | 0.16% | 126 |
|
|
2023
Q4 | $1.55M | Buy |
33,311
+1,334
| +4% | +$62.2K | 0.11% | 158 |
|
|
2023
Q3 | $1.32M | Buy |
31,977
+18,706
| +141% | +$772K | 0.1% | 168 |
|
|
2023
Q2 | $573K | Sell |
13,271
-506
| -4% | -$21.8K | 0.07% | 137 |
|
|
2023
Q1 | $561K | Sell |
13,777
-3,661
| -21% | -$149K | 0.07% | 138 |
|
|
2022
Q4 | $678K | Sell |
17,438
-280
| -2% | -$10.9K | 0.09% | 127 |
|
|
2022
Q3 | $611K | Sell |
17,718
-8,844
| -33% | -$305K | 0.08% | 166 |
|
|
2022
Q2 | $978K | Buy |
+26,562
| New | +$978K | 0.14% | 120 |
|