Octavia Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Octavia Wealth Advisors, LLC

$1.01 Billion
Q4 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 2,289,497 shares of SPYV stock, worth $129 Million. This represents 12.7% of its overall portfolio holdings.

Number of Shares

2,289,497

Previous 2,126,014 7.69%

Holding current value

$129 Million

Previous $118 Million 9.32%

% of portfolio

12.7%

Previous 11.88%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$54.27 - $56.85 $8.87 Million - $9.29 Million	163,483 Added 7.69%	2,289,497 $129 Million
Q3 2025 Oct 27, 2025	BUY	$52.12 - $55.33 $3.19 Million - $3.39 Million	61,196 Added 2.96%	2,126,014 $118 Million
Q2 2025 Jul 15, 2025	BUY	$45.11 - $52.34 $3.15 Million - $3.66 Million	69,940 Added 3.51%	2,064,818 $108 Million
Q1 2025 Apr 14, 2025	BUY	$49.78 - $53.19 $20.2 Million - $21.5 Million	405,056 Added 25.48%	1,994,878 $101 Million
Q4 2024 Jan 17, 2025	BUY	$51.09 - $55.27 $2.5 Million - $2.7 Million	48,898 Added 3.17%	1,589,822 $81.3 Million

Q3 2024 Oct 10, 2024	BUY	$48.51 - $52.86 $4.85 Million - $5.29 Million	100,032 Added 6.94%	1,540,924 $81.5 Million
Q2 2024 Aug 01, 2024	BUY	$47.37 - $50.09 $3.88 Million - $4.1 Million	81,854 Added 6.02%	1,440,892 $70.2 Million
Q1 2024 Apr 15, 2024	BUY	$45.88 - $50.1 $61.1 Million - $66.7 Million	1,330,887 Added 4727.67%	1,359,038 $68.1 Million
Q4 2023 Jan 30, 2024	BUY	$39.63 - $46.73 $1.12 Million - $1.32 Million	28,151 New	28,151 $1.31 Million

Others Institutions Holding SPYV

# of Institutions

1,186

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 Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Account

Octavia Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History