Lgt Financial Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History

Lgt Financial Advisors LLC

$39.4 Billion
Q2 2025

A detailed history of Lgt Financial Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 13,865 shares of SPYV stock, worth $760,356. This represents 1.84% of its overall portfolio holdings.

Number of Shares

13,865

Previous 9,110 52.2%

Holding current value

$760,356

Previous $465 Million 55.89%

% of portfolio

1.84%

Previous 1.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$45.11 - $52.34 $214,498 - $248,876	4,755 Added 52.2%	13,865 $726 Million
Q1 2025 May 08, 2025	BUY	$49.78 - $53.19 $147,995 - $158,133	2,973 Added 48.44%	9,110 $465 Million
Q4 2024 Feb 14, 2025	BUY	$51.09 - $55.27 $37,602 - $40,678	736 Added 13.63%	6,137 $314 Million
Q3 2024 Oct 31, 2024	BUY	$48.51 - $52.86 $47,248 - $51,485	974 Added 22.0%	5,401 $285 Million
Q2 2024 Aug 05, 2024	BUY	$47.37 - $50.09 $44,622 - $47,184	942 Added 27.03%	4,427 $216 Million
Q1 2024 May 02, 2024	BUY	$45.88 - $50.1 $159,891 - $174,598	3,485 New	3,485 $175 Million

Others Institutions Holding SPYV

# of Institutions

1,164

Shares Held

449M

Call Options Held

372K

Put Options Held

26K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Lgt Financial Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History