Wealthstream Advisors’s 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
Q2 | $782K | Hold |
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|
2025
Q1 | $763K | Buy |
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|
2024
Q4 | $762K | Buy |
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|
2024
Q3 | $785K | Sell |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $751K | Sell |
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|
2023
Q4 | $742K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $797K | Buy |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $754K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $698K | Buy |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $762K | Buy |
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