WMR
Wealth Management Resources’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 | $1.55M | Buy |
29,561
+831
| +3% | +$43.5K | 0.53% | 23 |
|
|
2025
Q1 | $1.47M | Buy |
28,730
+33
| +0.1% | +$1.69K | 0.53% | 24 |
|
|
2024
Q4 | $1.47M | Buy |
28,697
+5
| +0% | +$256 | 0.54% | 23 |
|
|
2024
Q3 | $1.52M | Buy |
28,692
+1,135
| +4% | +$60K | 0.61% | 23 |
|
|
2024
Q2 | $1.34M | Buy |
27,557
+1,112
| +4% | +$54.2K | 0.58% | 23 |
|
|
2024
Q1 | $1.32M | Buy |
26,445
+3,528
| +15% | +$177K | 0.57% | 25 |
|
|
2023
Q4 | $1.07M | Buy |
22,917
+11,243
| +96% | +$524K | 0.5% | 27 |
|
|
2023
Q3 | $482K | Buy |
11,674
+19
| +0.2% | +$784 | 0.23% | 34 |
|
|
2023
Q2 | $503K | Buy |
11,655
+134
| +1% | +$5.79K | 0.29% | 30 |
|
|
2023
Q1 | $469K | Sell |
11,521
-1,018
| -8% | -$41.5K | 0.29% | 34 |
|
|
2022
Q4 | $488K | Buy |
12,539
+1,092
| +10% | +$42.5K | 0.32% | 33 |
|
|
2022
Q3 | $394K | Sell |
11,447
-817
| -7% | -$28.1K | 0.26% | 32 |
|
|
2022
Q2 | $452K | Sell |
12,264
-4,787
| -28% | -$176K | 0.28% | 32 |
|
|
2022
Q1 | $712K | Sell |
17,051
-479
| -3% | -$20K | 0.49% | 27 |
|
|
2021
Q4 | $736K | Buy |
+17,530
| New | +$736K | 0.47% | 28 |
|