Wells Financial Advisors’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 | $2.32M | Sell |
|
|||||
|
2025
Q2 | $2.29M | Sell |
|
|||||
|
2025
Q1 | $2.3M | Sell |
|
|||||
|
2024
Q4 | $2.32M | Sell |
|
|||||
|
2024
Q3 | $3.04M | Sell |
|
|||||
|
2024
Q2 | $10.7M | Sell |
|
|||||
|
2024
Q1 | $12.1M | Sell |
|
|||||
|
2023
Q4 | $11.4M | Sell |
|
|||||
|
2023
Q3 | $10.2M | Buy |
|
|||||
|
2023
Q2 | $10.6M | Sell |
|
|||||
|
2023
Q1 | $13.8M | Sell |
|
|||||
|
2022
Q4 | $13.3M | Buy |
|
|||||
|
2022
Q3 | $10.5M | Buy |
|
|||||
|
2022
Q2 | $10.8M | Buy |
|
|||||
|
2022
Q1 | $4.41M | Buy |
|
|||||
|
2021
Q4 | $4.09M | Sell |
|
|||||
|
2021
Q3 | $7.24M | Buy |
|
|||||
|
2021
Q2 | $7.27M | Sell |
|
|||||
|
2021
Q1 | $7M | Buy |
|
|||||
|
2020
Q4 | $1.54M | Buy |
|