Shepherd Financial Partners LLC Spdr Portfolio S&P 500 Value E Transaction History

Shepherd Financial Partners LLC

  • $831 Million
  • Q1 2025

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 444,575 shares of SPYV stock, worth $21.9 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
444,575
Holding current value
$21.9 Million
% of portfolio
2.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$49.78 - $53.19 $22.1 Million - $23.6 Million
444,575 New
444,575 $22.5 Million
Q1 2019

Apr 29, 2019
SELL
N/A
-17,094 Closed
0 $0
Q4 2018

Feb 07, 2019
BUY
N/A
3,088 Added 22.05%
17,094 $464,000
Q2 2018

Aug 02, 2018
BUY
N/A
14,006 New
14,006 $415,000

Others Institutions Holding SPYV

# of Institutions
1,090
Shares Held
456M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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