Wealthstream Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Wealthstream Advisors, Inc.

$625 Million
Q3 2025

A detailed history of Wealthstream Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 14,932 shares of SPYV stock, worth $838,730. This represents 0.13% of its overall portfolio holdings.

Number of Shares

14,932

Previous 14,932 -0.0%

Holding current value

$838,730

Previous $781,000 5.76%

% of portfolio

0.13%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$49.78 - $53.19 $1,244 - $1,329	25 Added 0.17%	14,932 $762,000
Q4 2024 Feb 04, 2025	BUY	$51.09 - $55.27 $2,452 - $2,652	48 Added 0.32%	14,907 $762,000
Q3 2024 Nov 06, 2024	SELL	$48.51 - $52.86 $10,138 - $11,047	-209 Reduced 1.39%	14,859 $785,000
Q2 2024 Jul 29, 2024	BUY	$47.37 - $50.09 $3,600 - $3,806	76 Added 0.51%	15,068 $734,000
Q1 2024 May 08, 2024	SELL	$45.88 - $50.1 $42,439 - $46,342	-925 Reduced 5.81%	14,992 $751,000

Q4 2023 Feb 12, 2024	SELL	$39.63 - $46.73 $87,186 - $102,806	-2,200 Reduced 12.14%	15,917 $742,000
Q3 2023 Nov 06, 2023	SELL	$41.15 - $44.69 $13,867 - $15,060	-337 Reduced 1.83%	18,117 $747,000
Q2 2023 Aug 02, 2023	BUY	$40.17 - $43.27 $2,852 - $3,072	71 Added 0.39%	18,454 $797,000
Q1 2023 May 02, 2023	SELL	$38.68 - $42.77 $39,260 - $43,411	-1,015 Reduced 5.23%	18,383 $748,000
Q4 2022 Feb 02, 2023	BUY	$34.79 - $40.71 $4,244 - $4,966	122 Added 0.63%	19,398 $754,000
Q3 2022 Oct 28, 2022	BUY	$34.49 - $40.43 $11,036 - $12,937	320 Added 1.69%	19,276 $665,000
Q2 2022 Aug 05, 2022	BUY	$35.93 - $42.52 $10,779 - $12,756	300 Added 1.61%	18,956 $698,000
Q1 2022 May 10, 2022	BUY	$39.54 - $42.64 $20,204 - $21,789	511 Added 2.82%	18,656 $779,000
Q4 2021 Feb 09, 2022	BUY	$39.14 - $42.04 $710,195 - $762,815	18,145 New	18,145 $762,000

Others Institutions Holding SPYV

# of Institutions

1,183

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History