Wells Financial Advisors Inc Spdr Portfolio S&P 500 Value E Transaction History

Wells Financial Advisors Inc

$71.1 Million
Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 44,985 shares of SPYV stock, worth $2.29 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares

44,985

Previous 45,385 0.88%

Holding current value

$2.29 Million

Previous $2.32 Million 0.99%

% of portfolio

3.23%

Previous 3.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$49.78 - $53.19 $19,912 - $21,276	-400 Reduced 0.88%	44,985 $2.3 Million
Q4 2024 Feb 11, 2025	SELL	$51.09 - $55.27 $619,772 - $670,480	-12,131 Reduced 21.09%	45,385 $2.32 Million
Q3 2024 Nov 13, 2024	SELL	$48.51 - $52.86 $7.87 Million - $8.57 Million	-162,185 Reduced 73.82%	57,516 $3.04 Million
Q2 2024 Aug 09, 2024	SELL	$47.37 - $50.09 $1.05 Million - $1.11 Million	-22,161 Reduced 9.16%	219,701 $10.7 Million
Q1 2024 May 13, 2024	SELL	$45.88 - $50.1 $84,052 - $91,783	-1,832 Reduced 0.75%	241,862 $12.1 Million
Q4 2023 Feb 12, 2024	SELL	$39.63 - $46.73 $167,833 - $197,901	-4,235 Reduced 1.71%	243,694 $11.4 Million
Q3 2023 Oct 10, 2023	BUY	$41.15 - $44.69 $96,867 - $105,200	2,354 Added 0.96%	247,929 $10.2 Million
Q2 2023 Aug 07, 2023	SELL	$40.17 - $43.27 $3.7 Million - $3.99 Million	-92,132 Reduced 27.28%	245,575 $10.6 Million
Q1 2023 May 03, 2023	SELL	$38.68 - $42.77 $166,942 - $184,595	-4,316 Reduced 1.26%	337,707 $13.8 Million
Q4 2022 Feb 03, 2023	BUY	$34.79 - $40.71 $1.28 Million - $1.5 Million	36,838 Added 12.07%	342,023 $13.3 Million
Q3 2022 Nov 09, 2022	BUY	$34.49 - $40.43 $442,092 - $518,231	12,818 Added 4.38%	305,185 $10.5 Million
Q2 2022 Aug 10, 2022	BUY	$35.93 - $42.52 $6.71 Million - $7.94 Million	186,698 Added 176.68%	292,367 $10.8 Million
Q1 2022 Apr 25, 2022	BUY	$39.54 - $42.64 $331,582 - $357,579	8,386 Added 8.62%	105,669 $4.41 Million
Q4 2021 Feb 11, 2022	SELL	$39.14 - $42.04 $3.46 Million - $3.71 Million	-88,296 Reduced 47.58%	97,283 $4.09 Million
Q3 2021 Nov 10, 2021	BUY	$38.51 - $40.73 $62,347 - $65,941	1,619 Added 0.88%	185,579 $7.24 Million
Q2 2021 Aug 02, 2021	SELL	$38.15 - $40.6 $23,805 - $25,334	-624 Reduced 0.34%	183,960 $7.27 Million
Q1 2021 May 12, 2021	BUY	$33.86 - $38.29 $4.73 Million - $5.35 Million	139,792 Added 312.09%	184,584 $7 Million
Q4 2020 Feb 11, 2021	BUY	$29.5 - $34.42 $1.32 Million - $1.54 Million	44,792 New	44,792 $1.54 Million

Others Institutions Holding SPYV

# of Institutions

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

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Wells Financial Advisors Inc Spdr Portfolio S&P 500 Value E Transaction History