WA
Wealthstream Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Hold |
14,932
| – | – | 0.13% | 60 |
|
|
2025
Q1 | $763K | Buy |
14,932
+25
| +0.2% | +$1.28K | 0.14% | 56 |
|
|
2024
Q4 | $762K | Buy |
14,907
+48
| +0.3% | +$2.46K | 0.14% | 59 |
|
|
2024
Q3 | $785K | Sell |
14,859
-209
| -1% | -$11K | 0.14% | 55 |
|
|
2024
Q2 | $734K | Buy |
15,068
+76
| +0.5% | +$3.7K | 0.27% | 53 |
|
|
2024
Q1 | $751K | Sell |
14,992
-925
| -6% | -$46.3K | 0.29% | 53 |
|
|
2023
Q4 | $742K | Sell |
15,917
-2,200
| -12% | -$103K | 0.31% | 52 |
|
|
2023
Q3 | $747K | Sell |
18,117
-337
| -2% | -$13.9K | 0.39% | 40 |
|
|
2023
Q2 | $797K | Buy |
18,454
+71
| +0.4% | +$3.07K | 0.42% | 34 |
|
|
2023
Q1 | $749K | Sell |
18,383
-1,015
| -5% | -$41.3K | 0.45% | 30 |
|
|
2022
Q4 | $754K | Buy |
19,398
+122
| +0.6% | +$4.74K | 0.49% | 31 |
|
|
2022
Q3 | $665K | Buy |
19,276
+320
| +2% | +$11K | 0.71% | 22 |
|
|
2022
Q2 | $698K | Buy |
18,956
+300
| +2% | +$11K | 0.71% | 21 |
|
|
2022
Q1 | $779K | Buy |
18,656
+511
| +3% | +$21.3K | 0.68% | 21 |
|
|
2021
Q4 | $762K | Buy |
+18,145
| New | +$762K | 0.65% | 22 |
|