WealthPLAN Partners’s State Street 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
Q3 | $942K | Sell |
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|
2025
Q2 | $959K | Buy |
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|
2025
Q1 | $845K | Buy |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $630K | Sell |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $712K | Buy |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $594K | Buy |
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|
2023
Q1 | $509K | Sell |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q1 | $903K | Hold |
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|
2021
Q4 | $938K | Buy |
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|
2021
Q3 | $900K | Buy |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $780K | Buy |
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|
2020
Q4 | $584K | Buy |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $467K | Hold |
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|
2020
Q1 | $411K | Sell |
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|
2019
Q4 | $6.26M | Buy |
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|
2019
Q3 | $5.83M | Buy |
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|
2019
Q2 | $5.04M | Sell |
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|
2019
Q1 | $4.95M | Buy |
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|
2018
Q4 | $4.67M | Buy |
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|
2018
Q3 | $4.51M | Buy |
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|
2018
Q2 | $4.24M | Sell |
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|
2018
Q1 | $4.22M | Buy |
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|
2017
Q4 | $3.31M | Buy |
|