Kestra Investment Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Kestra Investment Management, LLC

  • $3.73 Trillion
  • Q3 2025

A detailed history of Kestra Investment Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kestra Investment Management, LLC holds 8,943 shares of SPYV stock, worth $502,328. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,943
Previous 8,168 9.49%
Holding current value
$502,328
Previous $428 Million 15.75%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
$52.12 - $55.33 $40,393 - $42,880
775 Added 9.49%
8,943 $495 Million
Q2 2025

Aug 18, 2025
BUY
$45.11 - $52.34 $77,950 - $90,443
1,728 Added 26.83%
8,168 $428 Million
Q1 2025

May 15, 2025
BUY
$49.78 - $53.19 $14,436 - $15,425
290 Added 4.72%
6,440 $329 Million
Q4 2024

Jan 31, 2025
BUY
$51.09 - $55.27 $314,203 - $339,910
6,150 New
6,150 $315 Million
Q2 2024

Aug 28, 2024
BUY
$47.37 - $50.09 $281,898 - $298,085
5,951 New
5,951 $290 Million

Others Institutions Holding SPYV

# of Institutions
1,180
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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