Cassaday & CO Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Cassaday & CO Wealth Management LLC

  • $2.91 Billion
  • Q2 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 14,704 shares of SPYV stock, worth $760,196. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,704
Previous 15,257 3.62%
Holding current value
$760,196
Previous $764,000 6.28%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 30, 2024
SELL
$47.37 - $50.09 $26,195 - $27,699
-553 Reduced 3.62%
14,704 $716,000
Q1 2024

May 08, 2024
BUY
$45.88 - $50.1 $145,485 - $158,867
3,171 Added 26.24%
15,257 $764,000
Q4 2022

Feb 07, 2023
BUY
$38.0 - $40.71 $459,268 - $492,021
12,086 New
12,086 $0

Others Institutions Holding SPYV

# of Institutions
939
Shares Held
378M
Call Options Held
307K
Put Options Held
3.5K
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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