Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 53 shares of SPYV stock, worth $2,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 38 39.47%

Holding current value

$2,651

Previous $1,000 100.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$49.78 - $53.19 $746 - $797	15 Added 39.47%	53 $2,000
Q4 2024 Feb 07, 2025	SELL	$51.09 - $55.27 $132,834 - $143,702	-2,600 Reduced 98.56%	38 $1,000
Q3 2024 Nov 08, 2024	SELL	$48.51 - $52.86 $412,771 - $449,785	-8,509 Reduced 76.33%	2,638 $139,000
Q2 2024 Aug 13, 2024	BUY	$47.37 - $50.09 $528,033 - $558,353	11,147 New	11,147 $543,000
Q1 2024 Jun 11, 2024	SELL	$45.88 - $50.1 $1,605 - $1,753	-35 Closed	0 $0
Q4 2023 Feb 09, 2024	BUY	$39.63 - $46.73 $1,387 - $1,635	35 New	35 $1,000
Q4 2022 Feb 09, 2023	BUY	$34.79 - $40.71 $15,307 - $17,912	440 New	440 $17,000

Others Institutions Holding SPYV

# of Institutions

1,110

Shares Held

452M

Call Options Held

259K

Put Options Held

30.3K

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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History