Phoenix Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Phoenix Wealth Advisors

  • $254 Million
  • Q3 2025

A detailed history of Phoenix Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Phoenix Wealth Advisors holds 93,808 shares of SPYV stock, worth $5.27 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
93,808
Previous 105,210 10.84%
Holding current value
$5.27 Million
Previous $5.51 Million 5.74%
% of portfolio
2.04%
Previous 2.34%

Shares

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

Oct 28, 2025
SELL
$52.12 - $55.33 $594,272 - $630,872
-11,402 Reduced 10.84%
93,808 $5.19 Million
Q2 2025

Aug 08, 2025
SELL
$45.11 - $52.34 $581,648 - $674,871
-12,894 Reduced 10.92%
105,210 $5.51 Million
Q1 2025

May 14, 2025
BUY
$49.78 - $53.19 $1.13 Million - $1.2 Million
22,614 Added 23.68%
118,104 $6.03 Million
Q4 2024

Jan 17, 2025
BUY
$51.09 - $55.27 $611,189 - $661,195
11,963 Added 14.32%
95,490 $4.88 Million
Q3 2024

Nov 08, 2024
BUY
$48.51 - $52.86 $401,856 - $437,892
8,284 Added 11.01%
83,527 $4.42 Million
Q2 2024

Jul 17, 2024
BUY
$47.37 - $50.09 $476,257 - $503,604
10,054 Added 15.42%
75,243 $3.67 Million
Q1 2024

Apr 26, 2024
BUY
$45.88 - $50.1 $278,996 - $304,658
6,081 Added 10.29%
65,189 $3.27 Million
Q4 2023

Jan 30, 2024
BUY
$39.63 - $46.73 $870,552 - $1.03 Million
21,967 Added 59.14%
59,108 $2.76 Million
Q3 2023

Nov 06, 2023
BUY
$41.15 - $44.69 $321,299 - $348,939
7,808 Added 26.62%
37,141 $1.53 Million
Q2 2023

Jul 13, 2023
BUY
$40.17 - $43.27 $178,877 - $192,681
4,453 Added 17.9%
29,333 $1.27 Million
Q1 2023

May 05, 2023
BUY
$38.68 - $42.77 $115,343 - $127,540
2,982 Added 13.62%
24,880 $1.01 Million
Q4 2022

Feb 06, 2023
BUY
$34.79 - $40.71 $761,831 - $891,467
21,898 New
21,898 $851,000

Others Institutions Holding SPYV

# of Institutions
1,181
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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