Pinnacle Wealth Planning Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 534,488 shares of SPYV stock, worth $30 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares
534,488
Previous 500,570 6.78%
Holding current value
$30 Million
Previous $26.2 Million 12.88%
% of portfolio
3.53%
Previous 3.5%

Shares

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

Nov 12, 2025
BUY
$52.12 - $55.33 $1.77 Million - $1.88 Million
33,918 Added 6.78%
534,488 $29.6 Million
Q2 2025

Aug 11, 2025
BUY
$45.11 - $52.34 $1.77 Million - $2.05 Million
39,146 Added 8.48%
500,570 $26.2 Million
Q1 2025

May 15, 2025
BUY
$49.78 - $53.19 $634,993 - $678,491
12,756 Added 2.84%
461,424 $23.6 Million
Q4 2024

Feb 06, 2025
BUY
$51.09 - $55.27 $7,510 - $8,124
147 Added 0.03%
448,668 $22.9 Million
Q3 2024

Nov 13, 2024
SELL
$48.51 - $52.86 $90,762 - $98,901
-1,871 Reduced 0.42%
448,521 $23.7 Million
Q2 2024

Aug 09, 2024
SELL
$47.37 - $50.09 $5,068 - $5,359
-107 Reduced 0.02%
450,392 $22 Million
Q1 2024

May 09, 2024
SELL
$45.88 - $50.1 $108,460 - $118,436
-2,364 Reduced 0.52%
450,499 $22.6 Million
Q4 2023

Feb 07, 2024
BUY
$39.63 - $46.73 $246,696 - $290,894
6,225 Added 1.39%
452,863 $21.1 Million
Q3 2023

Nov 07, 2023
SELL
$41.15 - $44.69 $79,666 - $86,519
-1,936 Reduced 0.43%
446,638 $18.4 Million
Q2 2023

Aug 07, 2023
SELL
$40.17 - $43.27 $1.8 Million - $1.94 Million
-44,766 Reduced 9.07%
448,574 $19.4 Million
Q1 2023

May 03, 2023
BUY
$38.68 - $42.77 $49,433 - $54,660
1,278 Added 0.26%
493,340 $20.1 Million
Q4 2022

Feb 13, 2023
BUY
$34.79 - $40.71 $4.99 Million - $5.84 Million
143,507 Added 41.17%
492,062 $19.1 Million
Q3 2022

Nov 09, 2022
BUY
$34.49 - $40.43 $1.39 Million - $1.63 Million
40,325 Added 13.08%
348,555 $12 Million
Q2 2022

Aug 03, 2022
BUY
$35.93 - $42.52 $1.58 Million - $1.87 Million
43,884 Added 16.6%
308,230 $11.3 Million
Q1 2022

Apr 20, 2022
BUY
$39.54 - $42.64 $870,275 - $938,506
22,010 Added 9.08%
264,346 $11 Million
Q4 2021

Jan 21, 2022
SELL
$39.14 - $42.04 $455,511 - $489,261
-11,638 Reduced 4.58%
242,336 $10.2 Million
Q3 2021

Oct 29, 2021
BUY
$38.51 - $40.73 $189,353 - $200,269
4,917 Added 1.97%
253,974 $9.12 Million
Q2 2021

Aug 02, 2021
BUY
$38.15 - $40.6 $96,633 - $102,839
2,533 Added 1.03%
249,057 $9.05 Million
Q1 2021

Apr 29, 2021
SELL
$33.86 - $38.29 $1.61 Million - $1.82 Million
-47,466 Reduced 16.15%
246,524 $8.61 Million
Q4 2020

Feb 12, 2021
SELL
$29.5 - $34.42 $29,057 - $33,903
-985 Reduced 0.33%
293,990 $9.51 Million
Q3 2020

Nov 03, 2020
BUY
$28.64 - $31.68 $72,373 - $80,055
2,527 Added 0.86%
294,975 $8.45 Million
Q2 2020

Jul 27, 2020
SELL
$24.7 - $32.15 $1.1 Million - $1.43 Million
-44,462 Reduced 13.2%
292,448 $8.05 Million
Q1 2020

May 11, 2020
BUY
$22.11 - $35.37 $1.82 Million - $2.92 Million
82,471 Added 32.41%
336,910 $7.93 Million
Q4 2019

Feb 07, 2020
SELL
$30.96 - $35.07 $2.36 Million - $2.67 Million
-76,127 Reduced 23.03%
254,439 $8.88 Million
Q3 2019

Oct 31, 2019
BUY
$31.79 - $32.44 $2.29 Million - $2.34 Million
72,010 Added 27.85%
330,566 $8.64 Million
Q2 2019

Aug 06, 2019
BUY
N/A
5,886 Added 2.33%
258,556 $8.09 Million
Q1 2019

May 08, 2019
SELL
N/A
-2,734 Reduced 1.07%
252,670 $7.65 Million
Q4 2018

Mar 01, 2019
BUY
N/A
202,138 Added 379.49%
255,404 $6.94 Million
Q3 2018

Feb 28, 2019
BUY
N/A
4,511 Added 9.25%
53,266 $1.66 Million
Q2 2018

Feb 28, 2019
BUY
N/A
3,023 Added 6.61%
48,755 $1.45 Million
Q1 2018

Feb 28, 2019
BUY
N/A
36,861 Added 415.52%
45,732 $1.35 Million
Q4 2017

Feb 12, 2018
BUY
N/A
8,871
8,871 $272,000

Others Institutions Holding SPYV

# of Institutions
1,180
Shares Held
472M
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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