Shepherd Financial Partners LLC Spdr Portfolio S&P 500 Value E Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 537,900 shares of SPYV stock, worth $30.2 Million. This represents 3.05% of its overall portfolio holdings.

Number of Shares
537,900
Previous 517,826 3.88%
Holding current value
$30.2 Million
Previous $27.1 Million 9.81%
% of portfolio
3.05%
Previous 3.01%

Shares

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

Nov 06, 2025
BUY
$52.12 - $55.33 $1.05 Million - $1.11 Million
20,074 Added 3.88%
537,900 $29.8 Million
Q2 2025

Aug 13, 2025
BUY
$45.11 - $52.34 $3.3 Million - $3.83 Million
73,251 Added 16.48%
517,826 $27.1 Million
Q1 2025

Apr 18, 2025
BUY
$49.78 - $53.19 $22.1 Million - $23.6 Million
444,575 New
444,575 $22.5 Million
Q1 2019

Apr 29, 2019
SELL
N/A
-17,094 Closed
0 $0
Q4 2018

Feb 07, 2019
BUY
N/A
3,088 Added 22.05%
17,094 $464,000
Q2 2018

Aug 02, 2018
BUY
N/A
14,006 New
14,006 $415,000

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

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