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

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,885 shares of SPYV stock, worth $330,560. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,885
Previous 5,885 -0.0%
Holding current value
$330,560
Previous $308,000 5.52%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$45.11 - $52.34 $2,210 - $2,564
-49 Reduced 0.83%
5,885 $308,000
Q1 2025

May 14, 2025
BUY
$49.78 - $53.19 $3,086 - $3,297
62 Added 1.06%
5,934 $303,000
Q4 2024

Jan 15, 2025
BUY
$51.09 - $55.27 $300,000 - $324,545
5,872 New
5,872 $300,000

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

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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