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

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 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 71,900 shares of SPYV stock, worth $3.54 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
71,900
Previous 65,696 9.44%
Holding current value
$3.54 Million
Previous $3.36 Billion 9.29%
% of portfolio
1.23%
Previous 1.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,093
Shares Held
443M
Call Options Held
316K
Put Options Held
12.9K
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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