Winch Advisory Services’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
Q2 | $212K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $236K | Buy |
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|
2024
Q3 | $243K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | $187K | Buy |
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|
2023
Q3 | $165K | Buy |
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|
2023
Q2 | $105K | Buy |
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|
2023
Q1 | $99K | Buy |
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|
2022
Q4 | $94K | Buy |
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|
2022
Q3 | $74K | Sell |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $8.39M | Sell |
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|
2021
Q4 | $8.6M | Buy |
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|
2021
Q3 | $7.82M | Sell |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $10.2M | Sell |
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|
2020
Q4 | $9.3M | Buy |
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|
2020
Q3 | $2.89M | Buy |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $39K | Sell |
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|
2019
Q4 | $5.88M | Buy |
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|
2019
Q3 | $5.2M | Buy |
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|
2019
Q2 | $5.01M | Sell |
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|
2019
Q1 | $9.48M | Buy |
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|
2018
Q4 | $7.74M | Sell |
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|
2018
Q3 | $9.05M | Buy |
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|
2018
Q2 | $4.08M | Sell |
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|
2018
Q1 | $4.2M | Buy |
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|
2017
Q4 | $99K | Buy |
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