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 $16.4 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

324,274

Previous 227,691 42.42%

Holding current value

$16.4 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

1,089

Shares Held

438M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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