Soa Wealth Advisors, Llc. Spdr Portfolio S&P 500 Value E Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 324,274 shares of SPYV stock, worth $16.6 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

324,274

Previous 227,691 42.42%

Holding current value

$16.6 Million

Previous $11.6 Million 40.99%

% of portfolio

1.93%

Previous 2.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$49.78 - $53.19 $4.81 Million - $5.14 Million	96,583 Added 42.42%	324,274 $16.4 Million
Q4 2024 Jan 28, 2025	BUY	$51.09 - $55.27 $3.81 Million - $4.12 Million	74,565 Added 48.7%	227,691 $11.6 Million
Q3 2024 Oct 08, 2024	BUY	$48.51 - $52.86 $2.13 Million - $2.32 Million	43,857 Added 40.14%	153,126 $8.09 Million
Q2 2024 Jul 17, 2024	BUY	$47.37 - $50.09 $4.63 Million - $4.9 Million	97,727 Added 846.71%	109,269 $5.33 Million
Q1 2024 Apr 10, 2024	BUY	$45.88 - $50.1 $529,546 - $578,254	11,542 New	11,542 $578,000

Others Institutions Holding SPYV

# of Institutions

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Account

Soa Wealth Advisors, Llc. Spdr Portfolio S&P 500 Value E Transaction History