Uptown Financial Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 146,458 shares of SPYV stock, worth $8.23 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares
146,458
Previous 142,144 3.03%
Holding current value
$8.23 Million
Previous $7.44 Billion 8.92%
% of portfolio
6.68%
Previous 6.37%

Shares

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

Oct 15, 2025
BUY
$52.12 - $55.33 $224,845 - $238,693
4,314 Added 3.03%
146,458 $8.1 Billion
Q2 2025

Jul 10, 2025
BUY
$45.11 - $52.34 $572,265 - $663,985
12,686 Added 9.8%
142,144 $7.44 Billion
Q1 2025

May 06, 2025
BUY
$49.78 - $53.19 $140,628 - $150,261
2,825 Added 2.23%
129,458 $6.61 Billion
Q4 2024

Apr 29, 2025
BUY
$51.09 - $55.27 $6.47 Million - $7 Million
126,633 New
126,633 $6.48 Billion

Others Institutions Holding SPYV

# of Institutions
1,180
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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