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

Rockwood Wealth Management, LLC

  • $909 Billion
  • Q3 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 4,364 shares of SPYV stock, worth $235,263. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,364
Previous 4,361 0.07%
Holding current value
$235,263
Previous $213 Million 8.53%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$48.51 - $52.86 $145 - $158
3 Added 0.07%
4,364 $231 Million
Q2 2024

Jul 26, 2024
BUY
$47.37 - $50.09 $206,580 - $218,442
4,361 New
4,361 $213 Million
Q2 2023

Jul 20, 2023
SELL
$40.17 - $43.27 $4,900 - $5,278
-122 Reduced 2.06%
5,787 $250 Million
Q1 2023

Jul 20, 2023
SELL
$38.68 - $42.77 $1,547 - $1,710
-40 Reduced 0.67%
5,909 $241 Million
Q4 2022

Jul 20, 2023
BUY
$34.79 - $40.71 $5,183 - $6,065
149 Added 2.57%
5,949 $231 Million
Q3 2022

Jul 20, 2023
BUY
$34.49 - $40.43 $689 - $808
20 Added 0.35%
5,800 $200 Million
Q2 2022

Jul 20, 2023
SELL
$35.93 - $42.52 $118,928 - $140,741
-3,310 Reduced 36.41%
5,780 $213 Million
Q1 2022

Jul 20, 2023
SELL
$39.54 - $42.64 $64,133 - $69,162
-1,622 Reduced 15.14%
9,090 $380 Million
Q4 2021

Jul 20, 2023
BUY
$39.14 - $42.04 $419,267 - $450,332
10,712 New
10,712 $450 Million

Others Institutions Holding SPYV

# of Institutions
970
Shares Held
392M
Call Options Held
312K
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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