Goal Vest Advisory LLC Spdr Portfolio S&P 500 Value E Transaction History

Goal Vest Advisory LLC

  • $393 Million
  • Q2 2025

A detailed history of Goal Vest Advisory LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Goal Vest Advisory LLC holds 5,860 shares of SPYV stock, worth $312,396. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,860
Previous 5,860 -0.0%
Holding current value
$312,396
Previous $296,000 3.38%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
SELL
$49.78 - $53.19 $2,887 - $3,085
-58 Reduced 0.98%
5,860 $296,000
Q1 2024

Apr 15, 2024
BUY
$45.88 - $50.1 $271,517 - $296,491
5,918 New
5,918 $296,000
Q3 2022

Oct 11, 2022
BUY
$34.49 - $40.43 $11,864 - $13,907
344 New
344 $12,000

Others Institutions Holding SPYV

# of Institutions
1,152
Shares Held
444M
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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email