WealthPlan Investment Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
5,713
+33
| +0.6% | +$1.73K | 0.02% | 291 |
|
|
2025
Q1 | $290K | Sell |
5,680
-217
| -4% | -$11.1K | 0.03% | 225 |
|
|
2024
Q4 | $302K | Buy |
5,897
+217
| +4% | +$11.1K | 0.03% | 220 |
|
|
2024
Q3 | $300K | Buy |
+5,680
| New | +$300K | 0.03% | 208 |
|
|
2023
Q1 | – | Sell |
-14,529
| Closed | -$611K | – | 560 |
|
|
2022
Q4 | $611K | Sell |
14,529
-9,503
| -40% | -$400K | 0.04% | 230 |
|
|
2022
Q3 | $951K | Buy |
+24,032
| New | +$951K | 0.07% | 171 |
|
|
2022
Q1 | $903K | Buy |
+22,750
| New | +$903K | 0.06% | 183 |
|