A detailed history of Cornerstone Planning Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,404 shares of SPYV stock, worth $76,012. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,404
Previous 15,730 91.07%
Holding current value
$76,012
Previous $768 Million 90.39%
% of portfolio
0.02%
Previous 0.22%

Shares

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

Nov 05, 2024

SELL
$48.51 - $52.86 $694,954 - $757,272
-14,326 Reduced 91.07%
1,404 $73.8 Million
Q2 2024

Aug 13, 2024

BUY
$47.37 - $50.09 $745,130 - $787,915
15,730 New
15,730 $768 Million
Q4 2022

Feb 14, 2023

BUY
$34.79 - $40.71 $128,688 - $150,586
3,699 New
3,699 $147 Million

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.