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

Number of Shares
324,274
Previous 227,691 42.42%
Holding current value
$16 Million
Previous $11.6 Million 40.99%
% of portfolio
1.93%
Previous 2.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,092
Shares Held
458M
Call Options Held
316K
Put Options Held
4.7K
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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