Simplicity Wealth,Llc Spdr Portfolio S&P 500 Value E Transaction History

Simplicity Wealth,Llc

  • $1.59 Billion
  • Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Simplicity Wealth,Llc holds 53,413 shares of SPYV stock, worth $3 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
53,413
Previous 57,476 7.07%
Holding current value
$3 Million
Previous $3.01 Million 1.76%
% of portfolio
0.19%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$52.12 - $55.33 $211,763 - $224,805
-4,063 Reduced 7.07%
53,413 $2.96 Million
Q2 2025

Jul 22, 2025
BUY
$45.11 - $52.34 $465,715 - $540,358
10,324 Added 21.9%
57,476 $3.01 Million
Q1 2025

Apr 14, 2025
BUY
$49.78 - $53.19 $2.35 Million - $2.51 Million
47,152 New
47,152 $2.39 Million
Q3 2024

Oct 09, 2024
BUY
$48.51 - $52.86 $172,453 - $187,917
3,555 Added 76.57%
8,198 $433,000
Q2 2024

Jul 10, 2024
SELL
$47.37 - $50.09 $100,092 - $105,840
-2,113 Reduced 31.28%
4,643 $226,000
Q1 2024

Apr 24, 2024
BUY
$45.88 - $50.1 $309,965 - $338,475
6,756 New
6,756 $338,000
Q2 2023

Jul 26, 2023
BUY
$40.17 - $43.27 $256,284 - $276,062
6,380 New
6,380 $275,000
Q4 2022

Feb 15, 2023
SELL
$34.79 - $40.71 $2.73 Million - $3.19 Million
-78,375 Reduced 90.96%
7,790 $302,000
Q3 2022

Oct 12, 2022
SELL
$34.49 - $40.43 $88,432 - $103,662
-2,564 Reduced 2.89%
86,165 $2.97 Million
Q2 2022

Jul 19, 2022
SELL
$35.93 - $42.52 $1.84 Million - $2.18 Million
-51,188 Reduced 36.58%
88,729 $3.27 Million
Q1 2022

May 20, 2022
SELL
$39.54 - $42.64 $4.76 Million - $5.14 Million
-120,488 Reduced 46.27%
139,917 $5.84 Million
Q4 2021

Feb 25, 2022
BUY
$39.14 - $42.04 $10.2 Million - $10.9 Million
260,405 New
260,405 $10.9 Million

Others Institutions Holding SPYV

# of Institutions
1,183
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
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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