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 10,033 shares of SPYV stock, worth $552,416. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,033
Previous 10,029 0.04%
Holding current value
$552,416
Previous $488,000 8.61%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO S&P 500 VALUE E


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

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, 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 Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.