Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,269 shares of SPYV stock, worth $372,318. This represents 0.38% of its overall portfolio holdings.

Number of Shares
7,269
Previous 7,227 0.58%
Holding current value
$372,318
Previous $362,000 2.21%
% of portfolio
0.38%
Previous 0.42%

Shares

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

Aug 14, 2024
BUY
$47.37 - $50.09 $1,989 - $2,103
42 Added 0.58%
7,269 $354,000
Q1 2024

Aug 14, 2024
SELL
$45.88 - $50.1 $3,119 - $3,406
-68 Reduced 0.93%
7,227 $362,000
Q4 2023

Feb 14, 2024
BUY
$39.63 - $46.73 $289,100 - $340,895
7,295 New
7,295 $340,000

Others Institutions Holding SPYV

# of Institutions
939
Shares Held
378M
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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