Independent Advisor Alliance Spdr Portfolio S&P 500 Value E Transaction History

Independent Advisor Alliance

$2.95 Billion
Q1 2025

A detailed history of Independent Advisor Alliance transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Independent Advisor Alliance holds 27,766 shares of SPYV stock, worth $1.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

27,766

Previous 1,553,951 98.21%

Holding current value

$1.41 Million

Previous $79.5 Million 98.22%

% of portfolio

0.05%

Previous 1.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$49.78 - $53.19 $76 Million - $81.2 Million	-1,526,185 Reduced 98.21%	27,766 $1.42 Million
Q4 2024 Feb 07, 2025	BUY	$51.09 - $55.27 $78.1 Million - $84.5 Million	1,528,528 Added 6012.38%	1,553,951 $79.5 Million
Q3 2024 Nov 12, 2024	BUY	$48.51 - $52.86 $73,347 - $79,924	1,512 Added 6.32%	25,423 $1.34 Million
Q2 2024 Aug 12, 2024	BUY	$47.37 - $50.09 $77,307 - $81,746	1,632 Added 7.33%	23,911 $1.17 Million
Q1 2024 May 08, 2024	BUY	$45.88 - $50.1 $634,153 - $692,482	13,822 Added 163.44%	22,279 $1.12 Million
Q4 2023 Feb 08, 2024	BUY	$39.63 - $46.73 $335,150 - $395,195	8,457 New	8,457 $394,000
Q2 2020 Aug 06, 2020	SELL	$24.7 - $32.15 $351,950 - $458,105	-14,249 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$22.11 - $35.37 $472,977 - $756,635	-21,392 Reduced 60.02%	14,249 $368,000
Q4 2019 Feb 07, 2020	BUY	$30.96 - $35.07 $1.1 Million - $1.25 Million	35,641 New	35,641 $1.24 Million

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

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Independent Advisor Alliance Spdr Portfolio S&P 500 Value E Transaction History