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

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 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 7,307 shares of SPYV stock, worth $399,473. This represents 0.42% of its overall portfolio holdings.

Number of Shares
7,307
Previous 7,269 0.52%
Holding current value
$399,473
Previous $354,000 9.04%
% of portfolio
0.42%
Previous 0.38%

Shares

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

Nov 14, 2024
BUY
$48.51 - $52.86 $1,843 - $2,008
38 Added 0.52%
7,307 $386,000
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
1,009
Shares Held
407M
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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