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

Dynasty Wealth Management, LLC

$6 Trillion
Q1 2025

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 4,394,135 shares of SPYV stock, worth $234 Million. This represents 3.74% of its overall portfolio holdings.

Number of Shares

4,394,135

Previous 3,310,399 32.74%

Holding current value

$234 Million

Previous $169 Billion 32.56%

% of portfolio

3.74%

Previous 2.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$49.78 - $53.19 $53.9 Million - $57.6 Million	1,083,736 Added 32.74%	4,394,135 $224 Billion
Q4 2024 Feb 05, 2025	BUY	$51.09 - $55.27 $70.6 Million - $76.3 Million	1,380,993 Added 71.58%	3,310,399 $169 Billion
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

1,126

Shares Held

455M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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