Rfg Bristol Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Rfg Bristol Wealth Advisors, LLC

$346 Billion
Q3 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 85,141 shares of SPYV stock, worth $4.78 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

85,141

Previous 85,139 -0.0%

Holding current value

$4.78 Million

Previous $4.46 Billion 5.71%

% of portfolio

1.36%

Previous 1.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$52.12 - $55.33 $104 - $110	2 Added 0.0%	85,141 $4.71 Billion
Q2 2025 Aug 05, 2025	BUY	$45.11 - $52.34 $597,211 - $692,929	13,239 Added 18.41%	85,139 $4.46 Billion
Q1 2025 May 08, 2025	BUY	$49.78 - $53.19 $308,835 - $329,990	6,204 Added 9.44%	71,900 $3.67 Billion
Q4 2024 Feb 12, 2025	BUY	$51.09 - $55.27 $3.36 Million - $3.63 Million	65,696 New	65,696 $3.36 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
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Bristol Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Bristol Wealth Advisors, LLC with notifications on news.

Account

Rfg Bristol Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History