American Financial & Tax Strategies Inc Spdr Portfolio S&P 500 Value E Transaction History

American Financial & Tax Strategies Inc

$182 Million
Q1 2025

A detailed history of American Financial & Tax Strategies Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 148,275 shares of SPYV stock, worth $7.3 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

148,275

Previous 158,620 6.52%

Holding current value

$7.3 Million

Previous $8.11 Million 6.65%

% of portfolio

4.17%

Previous 4.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$49.78 - $53.19 $514,974 - $550,250	-10,345 Reduced 6.52%	148,275 $7.57 Million
Q4 2024 Jan 27, 2025	BUY	$51.09 - $55.27 $1.4 Million - $1.52 Million	27,486 Added 20.96%	158,620 $8.11 Million
Q3 2024 Oct 28, 2024	BUY	$48.51 - $52.86 $32,113 - $34,993	662 Added 0.51%	131,134 $6.93 Million
Q2 2024 Aug 08, 2024	BUY	$47.37 - $50.09 $224,012 - $236,875	4,729 Added 3.76%	130,472 $6.36 Million
Q1 2024 Aug 02, 2024	BUY	$45.88 - $50.1 $5.77 Million - $6.3 Million	125,743 New	125,743 $6.3 Million
Q4 2023 Aug 06, 2024	SELL	$39.63 - $46.73 $14,227 - $16,776	-359 Reduced 0.29%	125,384 $5.85 Billion

Others Institutions Holding SPYV

# of Institutions

1,107

Shares Held

449M

Call Options Held

259K

Put Options Held

30.3K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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American Financial & Tax Strategies Inc Spdr Portfolio S&P 500 Value E Transaction History