Sfg Wealth Management, Llc. Spdr Portfolio S&P 500 Value E Transaction History

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 5,452 shares of SPYV stock, worth $298,987. This represents 0.17% of its overall portfolio holdings.

Number of Shares

5,452

Previous 5,621 3.01%

Holding current value

$298,987

Previous $287,000 0.7%

% of portfolio

0.17%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$45.11 - $52.34 $7,623 - $8,845	-169 Reduced 3.01%	5,452 $285,000
Q1 2025 Apr 23, 2025	SELL	$49.78 - $53.19 $1,194 - $1,276	-24 Reduced 0.43%	5,621 $287,000
Q4 2024 Jan 16, 2025	BUY	$51.09 - $55.27 $63,096 - $68,258	1,235 Added 28.0%	5,645 $288,000
Q3 2024 Oct 31, 2024	SELL	$48.51 - $52.86 $17,851 - $19,452	-368 Reduced 7.7%	4,410 $233,000
Q2 2024 Jul 19, 2024	SELL	$47.37 - $50.09 $2,984 - $3,155	-63 Reduced 1.3%	4,778 $232,000
Q1 2024 Apr 26, 2024	SELL	$45.88 - $50.1 $8,350 - $9,118	-182 Reduced 3.62%	4,841 $242,000
Q4 2023 Jan 19, 2024	SELL	$39.63 - $46.73 $5,706 - $6,729	-144 Reduced 2.79%	5,023 $234,000
Q3 2023 Oct 19, 2023	BUY	$41.15 - $44.69 $6,213 - $6,748	151 Added 3.01%	5,167 $213,000
Q2 2023 Jul 14, 2023	BUY	$40.17 - $43.27 $843 - $908	21 Added 0.42%	5,016 $216,000
Q1 2023 Apr 11, 2023	BUY	$38.68 - $42.77 $193,206 - $213,636	4,995 New	4,995 $203,000
Q1 2022 Apr 22, 2022	SELL	$39.54 - $42.64 $1.84 Million - $1.99 Million	-46,620 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$39.14 - $42.04 $1.82 Million - $1.96 Million	46,620 New	46,620 $1.96 Million

Others Institutions Holding SPYV

# of Institutions

1,160

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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Sfg Wealth Management, Llc. Spdr Portfolio S&P 500 Value E Transaction History