Wealth Advisory Solutions’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 | $373K | Buy |
7,131
+179
| +3% | +$9.37K | 0.09% | 103 |
|
|
2025
Q1 | $355K | Buy |
6,952
+192
| +3% | +$9.81K | 0.09% | 104 |
|
|
2024
Q4 | $346K | Buy |
6,760
+14
| +0.2% | +$716 | 0.1% | 95 |
|
|
2024
Q3 | $357K | Sell |
6,746
-654
| -9% | -$34.6K | 0.1% | 92 |
|
|
2024
Q2 | $361K | Buy |
+7,400
| New | +$361K | 0.1% | 94 |
|
|
2022
Q3 | – | Sell |
-42,050
| Closed | -$1.55M | – | 157 |
|
|
2022
Q2 | $1.55M | Buy |
+42,050
| New | +$1.55M | 0.38% | 70 |
|