Dynasty Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,929,406 shares of SPYV stock, worth $103 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
1,929,406
Previous 3,274,949 41.09%
Holding current value
$103 Million
Previous $160 Billion 15.81%
% of portfolio
5.59%
Previous 4.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$48.51 - $52.86 $65.3 Million - $71.1 Million
-1,345,543 Reduced 41.09%
1,929,406 $185 Billion
Q2 2024

Aug 12, 2024
BUY
$47.37 - $50.09 $10.6 Million - $11.2 Million
223,715 Added 7.33%
3,274,949 $160 Billion
Q1 2024

May 15, 2024
BUY
$45.88 - $50.1 $140 Million - $153 Million
3,051,234 New
3,051,234 $153 Billion

Others Institutions Holding SPYV

# of Institutions
1,008
Shares Held
406M
Call Options Held
356K
Put Options Held
41.6K
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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