Vance Wealth, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vance Wealth, Inc. holds 57,542 shares of SPYV stock, worth $2.92 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

57,542

Previous 62,097 7.34%

Holding current value

$2.92 Million

Previous $3.18 Million 7.46%

% of portfolio

1.13%

Previous 1.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$49.78 - $53.19 $226,747 - $242,280	-4,555 Reduced 7.34%	57,542 $2.94 Million
Q4 2024 Feb 13, 2025	SELL	$51.09 - $55.27 $74,693 - $80,804	-1,462 Reduced 2.3%	62,097 $3.18 Million
Q3 2024 Nov 08, 2024	SELL	$48.51 - $52.86 $357,470 - $389,525	-7,369 Reduced 10.39%	63,559 $3.36 Million
Q2 2024 Aug 02, 2024	SELL	$47.37 - $50.09 $263,898 - $279,051	-5,571 Reduced 7.28%	70,928 $3.46 Million
Q1 2024 Apr 30, 2024	BUY	$45.88 - $50.1 $963 - $1,052	21 Added 0.03%	76,499 $3.83 Million
Q4 2023 Feb 05, 2024	BUY	$39.63 - $46.73 $337,251 - $397,672	8,510 Added 12.52%	76,478 $3.57 Million
Q3 2023 Nov 03, 2023	SELL	$41.15 - $44.69 $96,455 - $104,753	-2,344 Reduced 3.33%	67,968 $2.8 Million
Q2 2023 Aug 02, 2023	BUY	$40.17 - $43.27 $1.22 Million - $1.31 Million	30,321 Added 75.82%	70,312 $3.04 Million
Q1 2023 May 10, 2023	BUY	$38.68 - $42.77 $373,532 - $413,029	9,657 Added 31.84%	39,991 $1.63 Million
Q4 2022 Jan 27, 2023	BUY	$34.79 - $40.71 $1.06 Million - $1.23 Million	30,334 New	30,334 $0

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

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