Vestia Personal Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Vestia Personal Wealth Advisors

  • $126 Billion
  • Q1 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 11,329 shares of SPYV stock, worth $571,434. This represents 0.46% of its overall portfolio holdings.

Number of Shares
11,329
Previous 12,127 6.58%
Holding current value
$571,434
Previous $620 Million 6.71%
% of portfolio
0.46%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$49.78 - $53.19 $39,724 - $42,445
-798 Reduced 6.58%
11,329 $579 Million
Q4 2024

Jan 27, 2025
BUY
$51.09 - $55.27 $2,299 - $2,487
45 Added 0.37%
12,127 $620 Million
Q3 2024

Nov 04, 2024
SELL
$48.51 - $52.86 $9,944 - $10,836
-205 Reduced 1.67%
12,082 $639 Million
Q2 2024

Aug 09, 2024
BUY
$47.37 - $50.09 $582,035 - $615,455
12,287 New
12,287 $599 Million

Others Institutions Holding SPYV

# of Institutions
1,111
Shares Held
452M
Call Options Held
259K
Put Options Held
30.3K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email