Wolf Group Capital 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
Q1 | $333K | Sell |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $243K | Buy |
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