Westside Investment Management’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 | $54.6K | Hold |
1,044
| – | – | 0.01% | 442 |
|
|
2025
Q1 | $53.3K | Sell |
1,044
-59
| -5% | -$3.01K | 0.01% | 394 |
|
|
2024
Q4 | $56.4K | Hold |
1,103
| – | – | 0.01% | 387 |
|
|
2024
Q3 | $58.3K | Sell |
1,103
-154
| -12% | -$8.14K | 0.01% | 378 |
|
|
2024
Q2 | $61.3K | Hold |
1,257
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $63K | Sell |
1,257
-63
| -5% | -$3.16K | 0.02% | 350 |
|
|
2023
Q4 | $61.6K | Hold |
1,320
| – | – | 0.02% | 333 |
|
|
2023
Q3 | $54.5K | Sell |
1,320
-52
| -4% | -$2.15K | 0.02% | 331 |
|
|
2023
Q2 | $59.3K | Sell |
1,372
-503
| -27% | -$21.7K | 0.02% | 333 |
|
|
2023
Q1 | $76.4K | Hold |
1,875
| – | – | 0.02% | 304 |
|
|
2022
Q4 | $72 | Hold |
1,875
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $64 | Hold |
1,875
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $69 | Hold |
1,875
| – | – | ﹤0.01% | 385 |
|
|
2022
Q1 | $78 | Sell |
1,875
-153
| -8% | -$6 | ﹤0.01% | 383 |
|
|
2021
Q4 | $85 | Hold |
2,028
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $79 | Buy |
2,028
+399
| +24% | +$16 | ﹤0.01% | 359 |
|
|
2021
Q2 | $64 | Buy |
+1,629
| New | +$64 | ﹤0.01% | 362 |
|