Wealthspire Advisors (New York)’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 | $2.22M | Sell |
42,431
-6,167
| -13% | -$323K | 0.01% | 264 |
|
|
2025
Q1 | $2.48M | Buy |
48,598
+1,316
| +3% | +$67.2K | 0.01% | 244 |
|
|
2024
Q4 | $2.42M | Buy |
47,282
+18,672
| +65% | +$955K | 0.02% | 226 |
|
|
2024
Q3 | $1.51M | Buy |
28,610
+2,608
| +10% | +$138K | 0.02% | 295 |
|
|
2024
Q2 | $1.27M | Buy |
26,002
+984
| +4% | +$48K | 0.02% | 272 |
|
|
2024
Q1 | $1.25M | Buy |
25,018
+381
| +2% | +$19.1K | 0.02% | 281 |
|
|
2023
Q4 | $1.15M | Buy |
24,637
+15,595
| +172% | +$727K | 0.02% | 287 |
|
|
2023
Q3 | $373K | Sell |
9,042
-24,434
| -73% | -$1.01M | 0.01% | 445 |
|
|
2023
Q2 | $1.45M | Buy |
+33,476
| New | +$1.45M | 0.02% | 190 |
|