4 Wealth Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History

4 Wealth Advisors, Inc.

$112 Billion
Q3 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 12,452 shares of SPYV stock, worth $682,867. This represents 0.62% of its overall portfolio holdings.

Number of Shares

12,452

Previous 12,693 1.9%

Holding current value

$682,867

Previous $664 Million 3.71%

% of portfolio

0.62%

Previous 0.67%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$52.12 - $55.33 $12,560 - $13,334	-241 Reduced 1.9%	12,452 $689 Million
Q2 2025 Aug 04, 2025	BUY	$45.11 - $52.34 $4,195 - $4,867	93 Added 0.74%	12,693 $664 Million
Q1 2025 May 05, 2025	SELL	$49.78 - $53.19 $50,725 - $54,200	-1,019 Reduced 7.48%	12,600 $643 Million
Q4 2024 Feb 14, 2025	BUY	$51.09 - $55.27 $695,794 - $752,722	13,619 New	13,619 $696 Million

Others Institutions Holding SPYV

# of Institutions

1,164

Shares Held

449M

Call Options Held

372K

Put Options Held

26K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.

Account

4 Wealth Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History