Investments & Financial Planning, LLC Spdr Portfolio S&P 500 Value E Transaction History

Investments & Financial Planning, LLC

$185 Million
Q3 2025

A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 11,402 shares of SPYV stock, worth $640,450. This represents 0.34% of its overall portfolio holdings.

Number of Shares

11,402

Previous 12,001 4.99%

Holding current value

$640,450

Previous $628,000 0.32%

% of portfolio

0.34%

Previous 0.36%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$52.12 - $55.33 $31,219 - $33,142	-599 Reduced 4.99%	11,402 $630,000
Q2 2025 Aug 12, 2025	BUY	$45.11 - $52.34 $2,029 - $2,355	45 Added 0.38%	12,001 $628,000
Q1 2025 Apr 30, 2025	BUY	$49.78 - $53.19 $36,538 - $39,041	734 Added 6.54%	11,956 $610,000
Q4 2024 Jan 27, 2025	BUY	$51.09 - $55.27 $17,881 - $19,344	350 Added 3.22%	11,222 $573,000
Q3 2024 Oct 15, 2024	SELL	$48.51 - $52.86 $7,664 - $8,351	-158 Reduced 1.43%	10,872 $574,000

Q2 2024 Jul 18, 2024	SELL	$47.37 - $50.09 $2,131 - $2,254	-45 Reduced 0.41%	11,030 $537,000
Q1 2024 May 03, 2024	SELL	$45.88 - $50.1 $1,101 - $1,202	-24 Reduced 0.22%	11,075 $554,000
Q4 2023 Jan 18, 2024	SELL	$39.63 - $46.73 $37,688 - $44,440	-951 Reduced 7.89%	11,099 $517,000
Q3 2023 Oct 18, 2023	BUY	$41.15 - $44.69 $493 - $536	12 Added 0.1%	12,050 $497,000
Q2 2023 Jul 18, 2023	BUY	$40.17 - $43.27 $482 - $519	12 Added 0.1%	12,038 $520,000
Q1 2023 May 02, 2023	BUY	$38.68 - $42.77 $16,709 - $18,476	432 Added 3.73%	12,026 $489,000
Q4 2022 Feb 28, 2023	BUY	$34.79 - $40.71 $85,270 - $99,780	2,451 Added 26.81%	11,594 $450,000
Q2 2022 Aug 11, 2022	BUY	$35.93 - $42.52 $70,889 - $83,891	1,973 Added 27.52%	9,143 $337,000
Q1 2022 May 09, 2022	BUY	$39.54 - $42.64 $553 - $596	14 Added 0.2%	7,170 $299,000
Q4 2021 Feb 11, 2022	BUY	$39.14 - $42.04 $280,085 - $300,838	7,156 New	7,156 $298,000

Others Institutions Holding SPYV

# of Institutions

1,180

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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Investments & Financial Planning, LLC Spdr Portfolio S&P 500 Value E Transaction History