Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 500 Value E Transaction History

Higgins & Schmidt Wealth Strategies LLC

$169 Billion
Q1 2025

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 503,601 shares of SPYV stock, worth $25.5 Million. This represents 15.19% of its overall portfolio holdings.

Number of Shares

503,601

Previous 483,639 4.13%

Holding current value

$25.5 Million

Previous $24.7 Billion 3.98%

% of portfolio

15.19%

Previous 15.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$49.78 - $53.19 $993,708 - $1.06 Million	19,962 Added 4.13%	503,601 $25.7 Billion
Q4 2024 Mar 25, 2025	BUY	$51.09 - $55.27 $11.9 Million - $12.9 Million	233,120 Added 93.05%	483,639 $24.7 Billion
Q3 2024 Mar 25, 2025	BUY	$48.51 - $52.86 $545,252 - $594,146	11,240 Added 4.7%	250,519 $13.2 Billion
Q2 2024 Mar 25, 2025	BUY	$47.37 - $50.09 $286,825 - $303,294	6,055 Added 2.6%	239,279 $11.7 Billion
Q1 2024 Mar 25, 2025	BUY	$45.88 - $50.1 $412,140 - $450,048	8,983 Added 4.01%	233,224 $11.7 Billion
Q4 2023 Mar 25, 2025	BUY	$39.63 - $46.73 $8.89 Million - $10.5 Million	224,241 New	224,241 $10.5 Billion

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
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Higgins & Schmidt Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Higgins & Schmidt Wealth Strategies LLC with notifications on news.

Account

Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 500 Value E Transaction History