Axis Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Axis Wealth Partners, LLC

  • $171 Billion
  • Q3 2025

A detailed history of Axis Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 50,875 shares of SPYV stock, worth $2.79 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
50,875
Previous 47,775 6.49%
Holding current value
$2.79 Million
Previous $2.5 Billion 12.57%
% of portfolio
1.65%
Previous 1.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$52.12 - $55.33 $161,572 - $171,523
3,100 Added 6.49%
50,875 $2.81 Billion
Q2 2025

Jul 15, 2025
BUY
$45.11 - $52.34 $430,529 - $499,532
9,544 Added 24.96%
47,775 $2.5 Billion
Q1 2025

Apr 28, 2025
BUY
$49.78 - $53.19 $94,283 - $100,741
1,894 Added 5.21%
38,231 $1.95 Billion
Q4 2024

Feb 07, 2025
BUY
$51.09 - $55.27 $1.86 Million - $2.01 Million
36,337 New
36,337 $1.86 Billion

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

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email