WealthPlan Investment Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

WealthPlan Investment Management’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$319K	Buy
2025 Q2	$299K	Buy
2025 Q1	$290K	Sell
2024 Q4	$302K	Buy
2024 Q3	$300K	Buy
2023 Q1	–	Sell
2022 Q4	$611K	Sell
2022 Q3	$951K	Buy
2022 Q1	$903K	Buy