Retirement Financial Solutions, LLC Spdr Portfolio S&P 500 Value E Transaction History

Retirement Financial Solutions, LLC

$212 Billion
Q2 2024

A detailed history of Retirement Financial Solutions, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 367,708 shares of SPYV stock, worth $19.4 Million. This represents 8.43% of its overall portfolio holdings.

Number of Shares

367,708

Previous 326,364 12.67%

Holding current value

$19.4 Million

Previous $16.4 Billion 9.61%

% of portfolio

8.43%

Previous 8.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$47.37 - $50.09 $1.96 Million - $2.07 Million	41,344 Added 12.67%	367,708 $17.9 Billion
Q1 2024 May 10, 2024	BUY	$45.88 - $50.1 $1.28 Million - $1.4 Million	27,980 Added 9.38%	326,364 $16.4 Billion
Q4 2023 Jan 18, 2024	BUY	$39.63 - $46.73 $870,591 - $1.03 Million	21,968 Added 7.95%	298,384 $13.9 Billion
Q3 2023 Oct 20, 2023	BUY	$41.15 - $44.69 $1.51 Million - $1.64 Million	36,629 Added 15.28%	276,416 $11.4 Billion
Q2 2023 Jul 18, 2023	BUY	$40.17 - $43.27 $1.23 Million - $1.33 Million	30,625 Added 14.64%	239,787 $10.4 Billion
Q1 2023 Apr 26, 2023	BUY	$38.68 - $42.77 $302,864 - $334,889	7,830 Added 3.89%	209,162 $8.52 Billion
Q4 2022 Jan 18, 2023	BUY	$34.79 - $40.71 $7 Million - $8.2 Million	201,332 New	201,332 $7.83 Billion

Others Institutions Holding SPYV

# of Institutions

937

Shares Held

378M

Call Options Held

307K

Put Options Held

3.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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Retirement Financial Solutions, LLC Spdr Portfolio S&P 500 Value E Transaction History