Kaizen Financial Strategies Spdr Portfolio S&P 500 Value E Transaction History

Kaizen Financial Strategies

$212 Million
Q4 2025

A detailed history of Kaizen Financial Strategies transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kaizen Financial Strategies holds 4,740 shares of SPYV stock, worth $266,245. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,740

Previous 4,265 11.14%

Holding current value

$266,245

Previous $235,000 13.19%

% of portfolio

0.13%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$54.27 - $56.85 $25,778 - $27,003	475 Added 11.14%	4,740 $266,000
Q3 2025 Nov 10, 2025	BUY	$52.12 - $55.33 $222,291 - $235,982	4,265 New	4,265 $235,000
Q4 2024 Feb 14, 2025	BUY	$51.09 - $55.27 $1,072 - $1,160	21 Added 0.42%	5,068 $259,000
Q3 2024 Nov 04, 2024	BUY	$48.51 - $52.86 $776 - $845	16 Added 0.32%	5,047 $266,000
Q2 2024 Aug 02, 2024	BUY	$47.37 - $50.09 $238,318 - $252,002	5,031 New	5,031 $245,000

Q1 2023 May 10, 2023	SELL	$38.68 - $42.77 $1.32 Million - $1.46 Million	-34,086 Reduced 73.81%	12,092 $492,000
Q4 2022 Jan 18, 2023	BUY	$34.79 - $40.71 $151,614 - $177,414	4,358 Added 10.42%	46,178 $0
Q3 2022 Oct 18, 2022	BUY	$34.49 - $40.43 $265,124 - $310,785	7,687 Added 22.52%	41,820 $1.44 Million
Q2 2022 Jul 18, 2022	BUY	$35.93 - $42.52 $123,024 - $145,588	3,424 Added 11.15%	34,133 $1.26 Million
Q1 2022 May 06, 2022	BUY	$39.54 - $42.64 $277,175 - $298,906	7,010 Added 29.58%	30,709 $1.28 Million
Q4 2021 Jan 26, 2022	BUY	$39.14 - $42.04 $598,607 - $642,959	15,294 Added 181.96%	23,699 $995,000
Q3 2021 Nov 12, 2021	BUY	$38.51 - $40.73 $323,676 - $342,335	8,405 New	8,405 $328,000

Others Institutions Holding SPYV

# of Institutions

1,206

Shares Held

479M

Call Options Held

127K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Kaizen Financial Strategies Spdr Portfolio S&P 500 Value E Transaction History