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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Modern Wealth Management, LLC holds 323,096 shares of SPYV stock, worth $17 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
323,096
Previous 312,970 3.24%
Holding current value
$17 Million
Previous $15.5 Billion 1.81%
% of portfolio
1.15%
Previous 1.39%

Shares

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

Aug 07, 2024
BUY
$47.37 - $50.09 $479,668 - $507,211
10,126 Added 3.24%
323,096 $15.7 Billion
Q1 2024

May 13, 2024
BUY
$45.88 - $50.1 $3.41 Million - $3.73 Million
74,414 Added 31.19%
312,970 $15.5 Billion
Q4 2023

Feb 14, 2024
BUY
$39.63 - $46.73 $9.45 Million - $11.1 Million
238,556 New
238,556 $11.1 Billion

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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