Balanced Wealth Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Balanced Wealth Group LLC

$273 Billion
Q4 2025

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 790,564 shares of SPYV stock, worth $44.4 Million. This represents 16.02% of its overall portfolio holdings.

Number of Shares

790,564

Previous 767,979 2.94%

Holding current value

$44.4 Million

Previous $40.5 Billion 8.05%

% of portfolio

16.02%

Previous 17.79%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$54.27 - $56.85 $1.23 Million - $1.28 Million	22,585 Added 2.94%	790,564 $43.8 Billion
Q3 2025 Oct 27, 2025	SELL	$52.12 - $55.33 $115,550 - $122,666	-2,217 Reduced 0.29%	767,979 $40.5 Billion
Q2 2025 Aug 13, 2025	BUY	$45.11 - $52.34 $1.4 Million - $1.62 Million	30,929 Added 4.18%	770,196 $40.6 Billion
Q1 2025 Apr 15, 2025	SELL	$49.78 - $53.19 $3.16 Million - $3.38 Million	-63,537 Reduced 7.91%	739,267 $37.7 Billion
Q4 2024 Feb 10, 2025	BUY	$51.09 - $55.27 $727,317 - $786,823	14,236 Added 1.81%	802,804 $39 Billion

Q3 2024 Oct 28, 2024	SELL	$48.51 - $52.86 $35.4 Million - $38.6 Million	-730,615 Reduced 48.09%	788,568 $38.4 Billion
Q2 2024 Aug 13, 2024	SELL	$47.37 - $50.09 $879,613 - $930,121	-18,569 Reduced 1.21%	1,519,183 $36.5 Billion
Q1 2024 May 13, 2024	BUY	$45.88 - $50.1 $41.1 Million - $44.9 Million	895,218 Added 139.33%	1,537,752 $38 Billion
Q4 2023 Feb 06, 2024	BUY	$39.63 - $46.73 $25.5 Million - $30 Million	642,534 New	642,534 $30 Billion

Others Institutions Holding SPYV

# of Institutions

1,185

Shares Held

476M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Balanced Wealth Group LLC Spdr Portfolio S&P 500 Value E Transaction History