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

Rfg Bristol Wealth Advisors, LLC

  • $322 Billion
  • Q2 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 85,139 shares of SPYV stock, worth $4.76 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
85,139
Previous 71,900 18.41%
Holding current value
$4.76 Million
Previous $3.67 Billion 21.36%
% of portfolio
1.38%
Previous 1.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,155
Shares Held
443M
Call Options Held
372K
Put Options Held
26K
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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