Wealth Enhancement Advisory Services’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
Q2 | $237M | Buy |
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|
2025
Q1 | $181M | Buy |
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|
2024
Q4 | $66.3M | Buy |
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|
2024
Q3 | $46.8M | Buy |
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|
2024
Q2 | $40.1M | Buy |
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|
2024
Q1 | $40.6M | Sell |
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|
2023
Q4 | $77.2M | Sell |
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|
2023
Q3 | $72.1M | Buy |
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|
2023
Q2 | $45.2M | Buy |
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|
2023
Q1 | $37M | Buy |
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|
2022
Q4 | $36.8M | Sell |
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|
2022
Q3 | $33.1M | Buy |
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|
2022
Q2 | $33.2M | Buy |
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|
2022
Q1 | $35.2M | Sell |
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|
2021
Q4 | $37.2M | Buy |
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|
2021
Q3 | $35.6M | Buy |
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|
2021
Q2 | $27.6M | Buy |
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|
2021
Q1 | $24M | Buy |
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|
2020
Q4 | $21.7M | Buy |
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|
2020
Q3 | $17.6M | Buy |
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|
2020
Q2 | $15.6M | Sell |
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|
2020
Q1 | $20.4M | Buy |
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|
2019
Q4 | $21.3M | Buy |
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|
2019
Q3 | $16.3M | Buy |
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|
2019
Q2 | $6.44M | Buy |
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|
2019
Q1 | $2.42M | Buy |
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|
2018
Q4 | $1.54M | Buy |
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|
2018
Q3 | $961K | Buy |
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|
2018
Q2 | $777K | Buy |
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|
2018
Q1 | $320K | Buy |
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