New Edge Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History

New Edge Wealth, LLC

  • $6.58 Billion
  • Q3 2025

A detailed history of New Edge Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,549 shares of SPYV stock, worth $648,707. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,549
Previous 11,442 0.94%
Holding current value
$648,707
Previous $598,000 6.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
BUY
$52.12 - $55.33 $5,576 - $5,920
107 Added 0.94%
11,549 $639,000
Q2 2025

Aug 11, 2025
BUY
$45.11 - $52.34 $114,714 - $133,100
2,543 Added 28.58%
11,442 $598,000
Q1 2025

May 09, 2025
BUY
$49.78 - $53.19 $49 - $53
1 Added 0.01%
8,899 $454,000
Q4 2024

Feb 04, 2025
BUY
$51.09 - $55.27 $51 - $55
1 Added 0.01%
8,898 $455,000
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $431,593 - $470,295
8,897 New
8,897 $470,000

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
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