Schechter Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Schechter Investment Advisors, LLC

  • $945 Million
  • Q4 2024

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 11,716 shares of SPYV stock, worth $616,027. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,716
Previous 10,033 16.77%
Holding current value
$616,027
Previous $530,000 13.02%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$51.09 - $55.27 $85,984 - $93,019
1,683 Added 16.77%
11,716 $599,000
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $194 - $211
4 Added 0.04%
10,033 $530,000
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

# of Institutions
1,028
Shares Held
419M
Call Options Held
352K
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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