A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 10,029 shares of SPYV stock, worth $540,663. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,029
Previous 10,025 0.04%
Holding current value
$540,663
Previous $502,000 2.79%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 12, 2024

BUY
$47.37 - $50.09 $189 - $200
4 Added 0.04%
10,029 $488,000
Q1 2024

May 06, 2024

SELL
$45.88 - $50.1 $14,498 - $15,831
-316 Reduced 3.06%
10,025 $502,000
Q4 2023

Jan 17, 2024

BUY
$39.63 - $46.73 $12,959 - $15,280
327 Added 3.27%
10,341 $482,000
Q3 2023

Nov 06, 2023

BUY
$41.15 - $44.69 $412,076 - $447,525
10,014 New
10,014 $413,000

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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