Annex Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History

Annex Advisory Services, LLC

  • $4.03 Billion
  • Q4 2025

A detailed history of Annex Advisory Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Annex Advisory Services, LLC holds 5,385 shares of SPYV stock, worth $302,475. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,385
Previous 8,234 34.6%
Holding current value
$302,475
Previous $455,000 33.63%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
SELL
$54.27 - $56.85 $154,615 - $161,965
-2,849 Reduced 34.6%
5,385 $302,000
Q3 2025

Oct 17, 2025
BUY
$52.12 - $55.33 $429,156 - $455,587
8,234 New
8,234 $455,000
Q4 2019

Feb 10, 2020
BUY
$30.96 - $35.07 $2.17 Million - $2.46 Million
70,029 New
70,029 $2.01 Million

Others Institutions Holding SPYV

# of Institutions
1,206
Shares Held
479M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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