Legacy Financial Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Legacy Financial Group LLC

$591 Million
Q2 2025

A detailed history of Legacy Financial Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Legacy Financial Group LLC holds 243,837 shares of SPYV stock, worth $13.7 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

243,837

Previous 208,765 16.8%

Holding current value

$13.7 Million

Previous $10.6 Million 20.75%

% of portfolio

2.16%

Previous 1.86%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$45.11 - $52.34 $1.58 Million - $1.84 Million	35,072 Added 16.8%	243,837 $12.8 Million
Q1 2025 Apr 09, 2025	BUY	$49.78 - $53.19 $536,279 - $573,015	10,773 Added 5.44%	208,765 $10.6 Million
Q4 2024 Jan 21, 2025	BUY	$51.09 - $55.27 $109,485 - $118,443	2,143 Added 1.09%	197,992 $10.1 Million
Q3 2024 Oct 15, 2024	BUY	$48.51 - $52.86 $115,599 - $125,965	2,383 Added 1.23%	195,849 $10.4 Billion
Q2 2024 Jul 17, 2024	BUY	$47.37 - $50.09 $9.16 Million - $9.69 Million	193,466 New	193,466 $9.43 Billion

Others Institutions Holding SPYV

# of Institutions

1,181

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Legacy Financial Group LLC Spdr Portfolio S&P 500 Value E Transaction History