Vestia Personal Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Vestia Personal Wealth Advisors

$173 Billion
Q3 2025

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 11,302 shares of SPYV stock, worth $634,833. This represents 0.36% of its overall portfolio holdings.

Number of Shares

11,302

Previous 11,266 0.32%

Holding current value

$634,833

Previous $590 Million 6.05%

% of portfolio

0.36%

Previous 0.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$52.12 - $55.33 $1,876 - $1,991	36 Added 0.32%	11,302 $625 Million
Q2 2025 Jul 16, 2025	SELL	$45.11 - $52.34 $2,841 - $3,297	-63 Reduced 0.56%	11,266 $590 Million
Q1 2025 Apr 30, 2025	SELL	$49.78 - $53.19 $39,724 - $42,445	-798 Reduced 6.58%	11,329 $579 Million
Q4 2024 Jan 27, 2025	BUY	$51.09 - $55.27 $2,299 - $2,487	45 Added 0.37%	12,127 $620 Million
Q3 2024 Nov 04, 2024	SELL	$48.51 - $52.86 $9,944 - $10,836	-205 Reduced 1.67%	12,082 $639 Million

Q2 2024 Aug 09, 2024	BUY	$47.37 - $50.09 $582,035 - $615,455	12,287 New	12,287 $599 Million

Others Institutions Holding SPYV

# of Institutions

1,183

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

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Account

Vestia Personal Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History