Drive Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Drive Wealth Management, LLC

$380 Million
Q3 2024

A detailed history of Drive Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Drive Wealth Management, LLC holds 17,478 shares of SPYV stock, worth $942,238. This represents 0.24% of its overall portfolio holdings.

Number of Shares

17,478

Previous 17,478 -0.0%

Holding current value

$942,238

Previous $923,000 -0.0%

% of portfolio

0.24%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$48.51 - $52.86 $373,041 - $406,493	-7,690 Reduced 30.55%	17,478 $923,000
Q2 2024 Jul 31, 2024	BUY	$47.37 - $50.09 $27,237 - $28,801	575 Added 2.34%	25,168 $1.23 Million
Q1 2024 Apr 22, 2024	SELL	$45.88 - $50.1 $661,222 - $722,041	-14,412 Reduced 36.95%	24,593 $1.23 Million
Q4 2023 Jan 22, 2024	SELL	$39.63 - $46.73 $865,875 - $1.02 Million	-21,849 Reduced 35.9%	39,005 $1.82 Million
Q3 2023 Oct 10, 2023	SELL	$41.15 - $44.69 $629,965 - $684,159	-15,309 Reduced 20.1%	60,854 $2.51 Million
Q2 2023 Jul 14, 2023	SELL	$40.17 - $43.27 $4.03 Million - $4.34 Million	-100,344 Reduced 56.85%	76,163 $3.29 Million
Q1 2023 Apr 13, 2023	SELL	$38.68 - $42.77 $192,897 - $213,293	-4,987 Reduced 2.75%	176,507 $7.19 Million
Q4 2022 Jan 27, 2023	BUY	$34.79 - $40.71 $5.96 Million - $6.98 Million	171,446 Added 1706.27%	181,494 $0
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $3,138 - $3,679	91 Added 0.91%	10,048 $347,000
Q2 2022 Nov 14, 2022	BUY	$35.93 - $42.52 $94,891 - $112,295	2,641 Added 36.1%	9,957 $367,000
Q1 2022 Nov 14, 2022	BUY	$39.54 - $42.64 $36,890 - $39,783	933 Added 14.62%	7,316 $305,000
Q4 2021 Nov 14, 2022	BUY	$39.14 - $42.04 $249,830 - $268,341	6,383 New	6,383 $268,000

Others Institutions Holding SPYV

# of Institutions

967

Shares Held

383M

Call Options Held

312K

Put Options Held

3.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Account

Drive Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History