Williams Financial’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
$19.6M Sell
2025
Q2
$18.6M Sell
2025
Q1
$21.3M Sell
2024
Q4
$36.3M Buy
2024
Q3
$37.1M Buy
2024
Q2
$33.6M Buy
2024
Q1
$34.4M Buy