Partners In Financial Planning Spdr Portfolio S&P 500 Value E Transaction History

Partners In Financial Planning

$542 Billion
Q2 2025

A detailed history of Partners In Financial Planning transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Partners In Financial Planning holds 77,848 shares of SPYV stock, worth $4.22 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

77,848

Previous 47,243 64.78%

Holding current value

$4.22 Million

Previous $2.41 Billion 68.88%

% of portfolio

0.75%

Previous 0.48%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$45.11 - $52.34 $1.38 Million - $1.6 Million	30,605 Added 64.78%	77,848 $4.07 Billion
Q1 2025 Apr 30, 2025	BUY	$49.78 - $53.19 $6,322 - $6,755	127 Added 0.27%	47,243 $2.41 Billion
Q4 2024 Feb 12, 2025	BUY	$51.09 - $55.27 $2.41 Million - $2.6 Million	47,116 New	47,116 $2.41 Billion
Q3 2024 Feb 26, 2025	BUY	$48.51 - $52.86 $2,474 - $2,695	51 Added 0.08%	60,462 $3.2 Billion
Q2 2024 Feb 26, 2025	BUY	$47.37 - $50.09 $4,689 - $4,958	99 Added 0.16%	60,411 $2.94 Billion
Q1 2024 Feb 26, 2025	SELL	$45.88 - $50.1 $1,422 - $1,553	-31 Reduced 0.05%	60,312 $3.02 Billion
Q4 2023 Feb 26, 2025	SELL	$39.63 - $46.73 $60,792 - $71,683	-1,534 Reduced 2.48%	60,343 $2.81 Billion
Q3 2023 Mar 04, 2025	BUY	$41.15 - $44.69 $572,273 - $621,503	13,907 Added 29.52%	61,023 $2.52 Billion
Q2 2023 Feb 26, 2025	SELL	$40.17 - $43.27 $2,570 - $2,769	-64 Reduced 0.1%	61,877 $2.67 Billion
Q1 2023 Feb 26, 2025	BUY	$38.68 - $42.77 $573,431 - $634,065	14,825 Added 31.46%	61,941 $2.52 Billion
Q4 2022 May 05, 2025	BUY	$34.79 - $40.71 $140,899 - $164,875	4,050 Added 6.96%	62,215 $2.43 Billion
Q3 2022 May 05, 2025	BUY	$34.49 - $40.43 $6,070 - $7,115	176 Added 0.3%	58,165 $2.3 Billion
Q2 2022 May 05, 2025	SELL	$35.93 - $42.52 $18,072 - $21,387	-503 Reduced 0.86%	57,989 $2.26 Billion
Q1 2022 May 05, 2025	SELL	$39.54 - $42.64 $35,744 - $38,546	-904 Reduced 1.52%	58,492 $2.4 Billion
Q4 2021 May 05, 2025	BUY	$39.14 - $42.04 $475,668 - $510,912	12,153 Added 25.72%	59,396 $2.44 Billion
Q3 2021 May 05, 2025	SELL	$38.51 - $40.73 $77,982 - $82,478	-2,025 Reduced 3.46%	56,506 $2.2 Billion
Q2 2021 May 05, 2025	BUY	$38.15 - $40.6 $430,637 - $458,292	11,288 Added 23.89%	58,531 $2.31 Billion

Others Institutions Holding SPYV

# of Institutions

1,154

Shares Held

443M

Call Options Held

372K

Put Options Held

26K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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Partners In Financial Planning Spdr Portfolio S&P 500 Value E Transaction History