Foundations Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 85,271 shares of SPYV stock, worth $4.32 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

85,271

Previous 120,369 29.16%

Holding current value

$4.32 Million

Previous $6.16 Million 29.26%

% of portfolio

0.09%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$49.78 - $53.19 $1.75 Million - $1.87 Million	-35,098 Reduced 29.16%	85,271 $4.35 Million
Q4 2024 Jan 22, 2025	BUY	$51.09 - $55.27 $334,843 - $362,239	6,554 Added 5.76%	120,369 $6.16 Million
Q3 2024 Oct 21, 2024	BUY	$48.51 - $52.86 $3.97 Million - $4.33 Million	81,938 Added 257.04%	113,815 $6.02 Million
Q2 2024 Aug 02, 2024	BUY	$47.37 - $50.09 $332,205 - $351,281	7,013 Added 28.21%	31,877 $1.55 Million
Q1 2024 May 13, 2024	BUY	$45.88 - $50.1 $111,993 - $122,294	2,441 Added 10.89%	24,864 $1.25 Million
Q4 2023 Feb 08, 2024	SELL	$39.63 - $46.73 $240,791 - $283,931	-6,076 Reduced 21.32%	22,423 $1.05 Million
Q3 2023 Oct 05, 2023	SELL	$41.15 - $44.69 $20,821 - $22,613	-506 Reduced 1.74%	28,499 $1.18 Million
Q2 2023 Jul 19, 2023	SELL	$40.17 - $43.27 $1.65 Million - $1.78 Million	-41,080 Reduced 58.61%	29,005 $1.25 Million
Q1 2023 Apr 25, 2023	BUY	$38.68 - $42.77 $2.71 Million - $3 Million	70,085 New	70,085 $2.85 Million
Q3 2021 Oct 13, 2021	SELL	$38.51 - $40.73 $280,429 - $296,595	-7,282 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	$38.15 - $40.6 $277,808 - $295,649	7,282 New	7,282 $290,000
Q3 2018 Nov 09, 2018	SELL	N/A	-10,492 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	10,492 New	10,492 $311,000

Others Institutions Holding SPYV

# of Institutions

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Foundations Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History