Evermay Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 3,179 shares of SPYV stock, worth $178,564. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,179
Previous 3,179 -0.0%
Holding current value
$178,564
Previous $166,000 5.42%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$45.11 - $52.34 $2,210 - $2,564
-49 Reduced 1.52%
3,179 $166,000
Q3 2024

Oct 25, 2024
SELL
$48.51 - $52.86 $11,205 - $12,210
-231 Reduced 6.68%
3,228 $170,000
Q1 2024

May 13, 2024
BUY
$45.88 - $50.1 $12,846 - $14,028
280 Added 8.81%
3,459 $173,000
Q1 2022

May 16, 2022
BUY
$39.54 - $42.64 $125,697 - $135,552
3,179 New
3,179 $133,000

Others Institutions Holding SPYV

# of Institutions
1,183
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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