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

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 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 8,904 shares of SPYV stock, worth $500,137. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,904

Previous 5,885 51.3%

Holding current value

$500,137

Previous $325,000 53.85%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$54.27 - $56.85 $163,841 - $171,630	3,019 Added 51.3%	8,904 $500,000
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

1,185

Shares Held

476M

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

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