Fiduciary Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Fiduciary Group LLC

  • $1.11 Billion
  • Q3 2025

A detailed history of Fiduciary Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Fiduciary Group LLC holds 5,070 shares of SPYV stock, worth $284,781. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,070
Previous 4,885 3.79%
Holding current value
$284,781
Previous $255,000 9.8%
% of portfolio
0.03%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$52.12 - $55.33 $9,642 - $10,236
185 Added 3.79%
5,070 $280,000
Q2 2025

Aug 13, 2025
SELL
$45.11 - $52.34 $48,583 - $56,370
-1,077 Reduced 18.06%
4,885 $255,000
Q1 2025

Apr 28, 2025
SELL
$49.78 - $53.19 $64,763 - $69,200
-1,301 Reduced 17.91%
5,962 $304,000
Q4 2024

Feb 11, 2025
SELL
$51.09 - $55.27 $62,891 - $68,037
-1,231 Reduced 14.49%
7,263 $371,000
Q3 2024

Nov 13, 2024
SELL
$48.51 - $52.86 $3,104 - $3,383
-64 Reduced 0.75%
8,494 $448,000
Q2 2024

Aug 08, 2024
SELL
$47.37 - $50.09 $33,301 - $35,213
-703 Reduced 7.59%
8,558 $417,000
Q1 2024

May 13, 2024
BUY
$45.88 - $50.1 $42,622 - $46,542
929 Added 11.15%
9,261 $463,000
Q4 2023

Feb 05, 2024
BUY
$39.63 - $46.73 $101,888 - $120,142
2,571 Added 44.63%
8,332 $388,000
Q3 2023

Nov 13, 2023
SELL
$41.15 - $44.69 $905 - $983
-22 Reduced 0.38%
5,761 $237,000
Q2 2023

Jul 27, 2023
SELL
$40.17 - $43.27 $2,209 - $2,379
-55 Reduced 0.94%
5,783 $249,000
Q3 2022

Nov 14, 2022
BUY
$34.49 - $40.43 $201,352 - $236,030
5,838 New
5,838 $230,000
Q3 2020

Nov 12, 2020
SELL
$28.64 - $31.68 $542,470 - $600,050
-18,941 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$24.7 - $32.15 $45,250 - $58,898
-1,832 Reduced 8.82%
18,941 $549,000
Q1 2020

May 11, 2020
BUY
$22.11 - $35.37 $225,124 - $360,137
10,182 Added 96.14%
20,773 $537,000
Q4 2019

Feb 14, 2020
BUY
$30.96 - $35.07 $327,897 - $371,426
10,591 New
10,591 $370,000

Others Institutions Holding SPYV

# of Institutions
1,182
Shares Held
475M
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
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email