Smart Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History

Smart Wealth LLC

$265 Billion
Q3 2025

A detailed history of Smart Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Smart Wealth LLC holds 6,410 shares of SPYV stock, worth $360,049. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,410

Previous 5,466 17.27%

Holding current value

$360,049

Previous $286 Million 23.96%

% of portfolio

0.13%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$52.12 - $55.33 $49,201 - $52,231	944 Added 17.27%	6,410 $355 Million
Q2 2025 Aug 13, 2025	BUY	$45.11 - $52.34 $30,268 - $35,120	671 Added 13.99%	5,466 $286 Million
Q1 2025 Apr 29, 2025	BUY	$49.78 - $53.19 $12,992 - $13,882	261 Added 5.76%	4,795 $245 Million
Q4 2024 Jan 28, 2025	SELL	$51.09 - $55.27 $664 - $718	-13 Reduced 0.29%	4,534 $232 Million
Q3 2024 Dec 13, 2024	SELL	$48.51 - $52.86 $47,733 - $52,014	-984 Reduced 17.79%	4,547 $240 Million

Q2 2024 Dec 13, 2024	BUY	$47.37 - $50.09 $57,601 - $60,909	1,216 Added 28.18%	5,531 $270 Million
Q1 2024 Dec 13, 2024	BUY	$45.88 - $50.1 $197,972 - $216,181	4,315 New	4,315 $216 Million
Q1 2023 Dec 13, 2024	SELL	$38.68 - $42.77 $228,753 - $252,941	-5,914 Closed	0 $0
Q4 2022 Dec 13, 2024	BUY	$34.79 - $40.71 $205,748 - $240,758	5,914 New	5,914 $230 Million

Others Institutions Holding SPYV

# of Institutions

1,181

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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