Root Financial Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Root Financial Partners, LLC holds 20,543 shares of SPYV stock, worth $1.15 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,543

Previous 19,343 6.2%

Holding current value

$1.15 Million

Previous $1.01 Billion 12.27%

% of portfolio

0.07%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$52.12 - $55.33 $62,544 - $66,396	1,200 Added 6.2%	20,543 $1.14 Billion
Q2 2025 Aug 11, 2025	SELL	$45.11 - $52.34 $118,503 - $137,497	-2,627 Reduced 11.96%	19,343 $1.01 Billion
Q1 2025 Apr 24, 2025	BUY	$49.78 - $53.19 $92,441 - $98,773	1,857 Added 9.23%	21,970 $1.12 Billion
Q4 2024 Jan 29, 2025	BUY	$51.09 - $55.27 $330,399 - $357,431	6,467 Added 47.39%	20,113 $1.03 Billion
Q3 2024 Oct 31, 2024	BUY	$48.51 - $52.86 $661,967 - $721,327	13,646 New	13,646 $721 Million

Others Institutions Holding SPYV

# of Institutions

1,179

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
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Root Financial Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History