Wealth Plan Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wealth Plan Partners, LLC

  • $931 Billion
  • Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 15,079 shares of SPYV stock, worth $802,956. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,079
Previous 14,215 6.08%
Holding current value
$802,956
Previous $712 Million 3.2%
% of portfolio
0.08%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$47.37 - $50.09 $40,927 - $43,277
864 Added 6.08%
15,079 $735 Million
Q1 2024

May 07, 2024
BUY
$45.88 - $50.1 $21,563 - $23,547
470 Added 3.42%
14,215 $712 Million
Q4 2023

Jan 05, 2024
SELL
$39.63 - $46.73 $30,871 - $36,402
-779 Reduced 5.36%
13,745 $641 Million
Q3 2023

Nov 01, 2023
BUY
$41.15 - $44.69 $32,055 - $34,813
779 Added 5.67%
14,524 $599 Million
Q2 2023

Jul 31, 2023
BUY
$40.17 - $43.27 $50,051 - $53,914
1,246 Added 9.97%
13,745 $594 Million
Q1 2023

May 10, 2023
SELL
$38.68 - $42.77 $78,520 - $86,823
-2,030 Reduced 13.97%
12,499 $509 Million
Q4 2022

Feb 16, 2023
SELL
$34.79 - $40.71 $286,008 - $334,676
-8,221 Reduced 36.14%
14,529 $610 Million
Q4 2021

Feb 01, 2022
BUY
$39.14 - $42.04 $31,312 - $33,632
800 Added 3.64%
22,750 $938,000
Q3 2021

Dec 09, 2021
BUY
$38.51 - $40.73 $60,576 - $64,068
1,573 Added 7.72%
21,950 $0
Q2 2021

Aug 19, 2021
BUY
$38.15 - $40.6 $27,200 - $28,947
713 Added 3.63%
20,377 $830,000
Q1 2021

May 11, 2021
BUY
$33.86 - $38.29 $104,627 - $118,316
3,090 Added 18.64%
19,664 $780,000
Q4 2020

Feb 09, 2021
BUY
$29.5 - $34.42 $57,289 - $66,843
1,942 Added 13.27%
16,574 $584,000
Q3 2020

Dec 18, 2020
SELL
$28.64 - $31.68 $11,341 - $12,545
-396 Reduced 2.64%
14,632 $473,000
Q1 2020

May 15, 2020
SELL
$22.11 - $35.37 $3.58 Million - $5.72 Million
-161,825 Reduced 91.5%
15,028 $411,000
Q4 2019

Feb 14, 2020
BUY
$30.96 - $35.07 $123,747 - $140,174
3,997 Added 2.31%
176,853 $6.26 Million
Q3 2019

Nov 15, 2019
BUY
$31.79 - $32.44 $328,263 - $334,975
10,326 Added 6.35%
172,856 $5.83 Million
Q2 2019

Aug 19, 2019
SELL
N/A
-242 Reduced 0.15%
162,530 $5.04 Million
Q1 2019

May 16, 2019
BUY
N/A
8,037 Added 5.19%
162,772 $4.95 Million
Q4 2018

Feb 20, 2019
BUY
N/A
693 Added 0.45%
154,735 $4.67 Million
Q3 2018

Nov 21, 2018
BUY
N/A
10,898 Added 7.61%
154,042 $4.51 Million
Q2 2018

Aug 16, 2018
SELL
N/A
-438 Reduced 0.31%
143,144 $4.24 Million
Q1 2018

May 16, 2018
BUY
N/A
143,582 New
143,582 $4.22 Million

Others Institutions Holding SPYV

# of Institutions
954
Shares Held
380M
Call Options Held
307K
Put Options Held
3.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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