Partners In Financial Planning Spdr Portfolio S&P 500 Value E Transaction History

Partners In Financial Planning

$578 Billion
Q3 2025

A detailed history of Partners In Financial Planning transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Partners In Financial Planning holds 78,150 shares of SPYV stock, worth $4.39 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

78,150

Previous 77,848 0.39%

Holding current value

$4.39 Million

Previous $4.07 Billion 6.12%

% of portfolio

0.75%

Previous 0.75%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$52.12 - $55.33 $15,740 - $16,709	302 Added 0.39%	78,150 $4.32 Billion
Q2 2025 Aug 04, 2025	BUY	$45.11 - $52.34 $1.38 Million - $1.6 Million	30,605 Added 64.78%	77,848 $4.07 Billion
Q1 2025 Apr 30, 2025	BUY	$49.78 - $53.19 $6,322 - $6,755	127 Added 0.27%	47,243 $2.41 Billion
Q4 2024 Feb 12, 2025	BUY	$51.09 - $55.27 $2.41 Million - $2.6 Million	47,116 New	47,116 $2.41 Billion
Q3 2024 Feb 26, 2025	BUY	$48.51 - $52.86 $2,474 - $2,695	51 Added 0.08%	60,462 $3.2 Billion

Q2 2024 Feb 26, 2025	BUY	$47.37 - $50.09 $4,689 - $4,958	99 Added 0.16%	60,411 $2.94 Billion
Q1 2024 Feb 26, 2025	SELL	$45.88 - $50.1 $1,422 - $1,553	-31 Reduced 0.05%	60,312 $3.02 Billion
Q4 2023 Feb 26, 2025	SELL	$39.63 - $46.73 $60,792 - $71,683	-1,534 Reduced 2.48%	60,343 $2.81 Billion
Q3 2023 Mar 04, 2025	BUY	$41.15 - $44.69 $572,273 - $621,503	13,907 Added 29.52%	61,023 $2.52 Billion
Q2 2023 Feb 26, 2025	SELL	$40.17 - $43.27 $2,570 - $2,769	-64 Reduced 0.1%	61,877 $2.67 Billion
Q1 2023 Feb 26, 2025	BUY	$38.68 - $42.77 $573,431 - $634,065	14,825 Added 31.46%	61,941 $2.52 Billion
Q4 2022 May 05, 2025	BUY	$34.79 - $40.71 $140,899 - $164,875	4,050 Added 6.96%	62,215 $2.43 Billion
Q3 2022 May 05, 2025	BUY	$34.49 - $40.43 $6,070 - $7,115	176 Added 0.3%	58,165 $2.3 Billion
Q2 2022 May 05, 2025	SELL	$35.93 - $42.52 $18,072 - $21,387	-503 Reduced 0.86%	57,989 $2.26 Billion
Q1 2022 May 05, 2025	SELL	$39.54 - $42.64 $35,744 - $38,546	-904 Reduced 1.52%	58,492 $2.4 Billion
Q4 2021 May 05, 2025	BUY	$39.14 - $42.04 $475,668 - $510,912	12,153 Added 25.72%	59,396 $2.44 Billion
Q3 2021 May 05, 2025	SELL	$38.51 - $40.73 $77,982 - $82,478	-2,025 Reduced 3.46%	56,506 $2.2 Billion
Q2 2021 May 05, 2025	BUY	$38.15 - $40.6 $430,637 - $458,292	11,288 Added 23.89%	58,531 $2.31 Billion

Others Institutions Holding SPYV

# of Institutions

1,179

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
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Account

Partners In Financial Planning Spdr Portfolio S&P 500 Value E Transaction History