Partnership Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Partnership Wealth Management, LLC

$124 Billion
Q2 2025

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 138,907 shares of SPYV stock, worth $7.41 Million. This represents 5.89% of its overall portfolio holdings.

Number of Shares

138,907

Previous 137,684 0.89%

Holding current value

$7.41 Million

Previous $7.03 Billion 3.4%

% of portfolio

5.89%

Previous 5.97%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$45.11 - $52.34 $55,169 - $64,011	1,223 Added 0.89%	138,907 $7.27 Billion
Q1 2025 Apr 07, 2025	SELL	$49.78 - $53.19 $7,417 - $7,925	-149 Reduced 0.11%	137,684 $7.03 Billion
Q4 2024 Jan 08, 2025	BUY	$51.09 - $55.27 $791,997 - $856,795	15,502 Added 12.67%	137,833 $7.05 Billion
Q3 2024 Oct 08, 2024	SELL	$48.51 - $52.86 $4.69 Million - $5.11 Million	-96,715 Reduced 44.15%	122,331 $6.47 Billion
Q2 2024 Jul 03, 2024	BUY	$47.37 - $50.09 $5.79 Million - $6.12 Million	122,219 Added 126.22%	219,046 $10.7 Billion
Q1 2024 Apr 10, 2024	BUY	$45.88 - $50.1 $34,042 - $37,174	742 Added 0.77%	96,827 $4.85 Billion
Q4 2023 Feb 07, 2024	BUY	$39.63 - $46.73 $3.81 Million - $4.49 Million	96,085 New	96,085 $4.49 Billion

Others Institutions Holding SPYV

# of Institutions

1,152

Shares Held

444M

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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Partnership Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History