A detailed history of Triad Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 14,121 shares of SPYV stock, worth $793,176. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,121
Previous 3,911 261.06%
Holding current value
$793,176
Previous $205 Million 281.7%
% of portfolio
0.1%
Previous 0.04%

Shares

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

Oct 30, 2025

BUY
$52.12 - $55.33 $532,145 - $564,919
10,210 Added 261.06%
14,121 $781 Million
Q2 2025

Jul 21, 2025

SELL
$45.11 - $52.34 $37,125 - $43,075
-823 Reduced 17.38%
3,911 $205 Million
Q1 2025

May 14, 2025

BUY
$49.78 - $53.19 $235,658 - $251,801
4,734 New
4,734 $242 Million
Q2 2024

Jul 18, 2024

BUY
$47.37 - $50.09 $36,901 - $39,020
779 New
779 $38 Million

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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