United Advisor Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, United Advisor Group, LLC holds 75,242 shares of SPYV stock, worth $4.23 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

75,242

Previous 79,247 5.05%

Holding current value

$4.23 Million

Previous $4.15 Million 0.39%

% of portfolio

0.6%

Previous 0.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$52.12 - $55.33 $208,740 - $221,596	-4,005 Reduced 5.05%	75,242 $4.16 Million
Q2 2025 Aug 11, 2025	BUY	$45.11 - $52.34 $1.24 Million - $1.44 Million	27,582 Added 53.39%	79,247 $4.15 Million
Q1 2025 Apr 21, 2025	BUY	$49.78 - $53.19 $453,047 - $484,082	9,101 Added 21.38%	51,665 $2.64 Million
Q4 2024 Feb 24, 2025	BUY	$51.09 - $55.27 $2.17 Million - $2.35 Million	42,564 New	42,564 $2.18 Million
Q1 2024 May 14, 2024	BUY	$45.88 - $50.1 $209,212 - $228,456	4,560 New	4,560 $228,000

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

Ticker SPYV
Sector ETFs
Industry ETFs

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United Advisor Group, LLC Spdr Portfolio S&P 500 Value E Transaction History