Burney CO Spdr Portfolio S&P 500 Value E Transaction History

Burney CO

$2.67 Billion
Q4 2025

A detailed history of Burney CO transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Burney CO holds 60,301 shares of SPYV stock, worth $3.39 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

60,301

Previous 64,399 6.36%

Holding current value

$3.39 Million

Previous $3.56 Million 4.94%

% of portfolio

0.13%

Previous 0.13%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$54.27 - $56.85 $222,398 - $232,971	-4,098 Reduced 6.36%	60,301 $3.39 Million
Q3 2025 Oct 16, 2025	SELL	$52.12 - $55.33 $110,181 - $116,967	-2,114 Reduced 3.18%	64,399 $3.56 Million
Q2 2025 Aug 05, 2025	BUY	$45.11 - $52.34 $861,104 - $999,118	19,089 Added 40.25%	66,513 $3.48 Million
Q1 2025 May 06, 2025	BUY	$49.78 - $53.19 $15,481 - $16,542	311 Added 0.66%	47,424 $2.42 Million
Q4 2024 Jan 14, 2025	BUY	$51.09 - $55.27 $448,365 - $485,049	8,776 Added 22.89%	47,113 $2.41 Million

Q3 2024 Oct 18, 2024	SELL	$48.51 - $52.86 $27,359 - $29,813	-564 Reduced 1.45%	38,337 $2.03 Million
Q2 2024 Jul 29, 2024	SELL	$47.37 - $50.09 $26,906 - $28,451	-568 Reduced 1.44%	38,901 $1.9 Million
Q1 2024 May 22, 2024	SELL	$45.88 - $50.1 $408,286 - $445,839	-8,899 Reduced 18.4%	39,469 $1.98 Million
Q4 2023 Feb 12, 2024	BUY	$39.63 - $46.73 $297,542 - $350,848	7,508 Added 18.37%	48,368 $2.26 Million
Q3 2023 Nov 08, 2023	SELL	$41.15 - $44.69 $47,734 - $51,840	-1,160 Reduced 2.76%	40,860 $1.69 Million
Q2 2023 Aug 09, 2023	SELL	$40.17 - $43.27 $3.37 Million - $3.63 Million	-83,792 Reduced 66.6%	42,020 $1.82 Million
Q1 2023 May 10, 2023	SELL	$38.68 - $42.77 $3.2 Million - $3.53 Million	-82,629 Reduced 39.64%	125,812 $5.12 Million
Q4 2022 Feb 06, 2023	SELL	$34.79 - $40.71 $3.02 Million - $3.53 Million	-86,765 Reduced 29.39%	208,441 $8.11 Million
Q3 2022 Nov 15, 2022	SELL	$34.49 - $40.43 $503,898 - $590,682	-14,610 Reduced 4.72%	295,206 $10.2 Million
Q2 2022 Aug 12, 2022	SELL	$35.93 - $42.52 $583,251 - $690,227	-16,233 Reduced 4.98%	309,816 $11.4 Million
Q1 2022 May 09, 2022	BUY	$39.54 - $42.64 $1.74 Million - $1.88 Million	44,037 Added 15.62%	326,049 $13.6 Million
Q4 2021 Feb 11, 2022	SELL	$39.14 - $42.04 $40,079 - $43,048	-1,024 Reduced 0.36%	282,012 $11.8 Million
Q3 2021 Nov 12, 2021	BUY	$38.51 - $40.73 $604,799 - $639,664	15,705 Added 5.87%	283,036 $11 Million
Q2 2021 Aug 06, 2021	SELL	$38.15 - $40.6 $55,088 - $58,626	-1,444 Reduced 0.54%	267,331 $10.6 Million
Q1 2021 May 13, 2021	SELL	$33.86 - $38.29 $982,786 - $1.11 Million	-29,025 Reduced 9.75%	268,775 $10.2 Million
Q4 2020 Feb 11, 2021	BUY	$29.5 - $34.42 $409,460 - $477,749	13,880 Added 4.89%	297,800 $10.2 Million
Q3 2020 Dec 14, 2020	BUY	$28.64 - $31.68 $176,766 - $195,528	6,172 Added 2.22%	283,920 $8.57 Million
Q2 2020 Aug 13, 2020	SELL	$24.7 - $32.15 $336,908 - $438,526	-13,640 Reduced 4.68%	277,748 $8.05 Million
Q1 2020 May 13, 2020	BUY	$22.11 - $35.37 $692,927 - $1.11 Million	31,340 Added 12.05%	291,388 $7.53 Million
Q4 2019 Feb 14, 2020	BUY	$30.96 - $35.07 $375,142 - $424,943	12,117 Added 4.89%	260,048 $9.08 Million
Q3 2019 Nov 12, 2019	BUY	$31.79 - $32.44 $421,821 - $430,446	13,269 Added 5.65%	247,931 $7.92 Million
Q2 2019 Aug 12, 2019	BUY	N/A	81,454 Added 53.17%	234,662 $7.34 Million
Q1 2019 May 13, 2019	BUY	N/A	105,702 Added 222.5%	153,208 $4.64 Million
Q4 2018 Feb 12, 2019	BUY	N/A	32,643 Added 219.63%	47,506 $1.29 Million
Q3 2018 Nov 13, 2018	BUY	N/A	14,863 New	14,863 $463,000

Others Institutions Holding SPYV

# of Institutions

1,189

Shares Held

477M

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 Burney CO, based on Form 13F filings with the SEC.

News

Stay updated on Burney CO with notifications on news.

Account