Wrenne Financial Planning’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 | $2.44M | Buy |
46,542
+2,865
| +7% | +$150K | 1.14% | 17 |
|
|
2025
Q1 | $2.23M | Sell |
43,677
-1,539
| -3% | -$78.6K | 1.19% | 15 |
|
|
2024
Q4 | $2.31M | Sell |
45,216
-4,223
| -9% | -$216K | 1.32% | 16 |
|
|
2024
Q3 | $2.61M | Sell |
49,439
-518
| -1% | -$27.4K | 1.56% | 14 |
|
|
2024
Q2 | $2.43M | Buy |
49,957
+606
| +1% | +$29.5K | 1.68% | 15 |
|
|
2024
Q1 | $2.47M | Sell |
49,351
-19,772
| -29% | -$991K | 1.83% | 13 |
|
|
2023
Q4 | $3.22M | Buy |
+69,123
| New | +$3.22M | 2.74% | 12 |
|