WWM
WJ Wealth Management’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 | $2M | Sell |
38,302
-2,050
| -5% | -$107K | 0.63% | 33 |
|
|
2025
Q1 | $2.06M | Sell |
40,352
-4,850
| -11% | -$248K | 0.73% | 30 |
|
|
2024
Q4 | $2.31M | Sell |
45,202
-1,028
| -2% | -$52.6K | 0.8% | 28 |
|
|
2024
Q3 | $2.44M | Sell |
46,230
-1,838
| -4% | -$97.2K | 0.86% | 25 |
|
|
2024
Q2 | $2.34M | Sell |
48,068
-2,970
| -6% | -$145K | 0.85% | 26 |
|
|
2024
Q1 | $2.56M | Sell |
51,038
-140
| -0.3% | -$7.01K | 1.02% | 25 |
|
|
2023
Q4 | $2.39M | Sell |
51,178
-3,028
| -6% | -$141K | 1.04% | 26 |
|
|
2023
Q3 | $2.24M | Sell |
54,206
-2,328
| -4% | -$96.1K | 1.09% | 25 |
|
|
2023
Q2 | $2.44M | Buy |
56,534
+26,557
| +89% | +$1.15M | 1.16% | 23 |
|
|
2023
Q1 | $1.22M | Sell |
29,977
-29,119
| -49% | -$1.19M | 0.83% | 24 |
|
|
2022
Q4 | $2.3M | Buy |
59,096
+10,000
| +20% | +$389K | 1.33% | 17 |
|
|
2022
Q3 | $1.69M | Buy |
49,096
+3,270
| +7% | +$112K | 1.06% | 20 |
|
|
2022
Q2 | $1.69M | Buy |
45,826
+9,368
| +26% | +$345K | 1.2% | 17 |
|
|
2022
Q1 | $1.52M | Sell |
36,458
-350
| -1% | -$14.6K | 1.01% | 16 |
|
|
2021
Q4 | $1.55M | Sell |
36,808
-1,045
| -3% | -$43.9K | 0.92% | 22 |
|
|
2021
Q3 | $1.49M | Buy |
37,853
+2,789
| +8% | +$110K | 0.99% | 25 |
|
|
2021
Q2 | $1.39M | Buy |
35,064
+4,364
| +14% | +$172K | 4.29% | 7 |
|
|
2021
Q1 | $1.16M | Buy |
+30,700
| New | +$1.16M | 3.62% | 7 |
|