Balanced Wealth Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Balanced Wealth Group LLC

  • $223 Billion
  • Q4 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 802,804 shares of SPYV stock, worth $42.4 Million. This represents 17.51% of its overall portfolio holdings.

Number of Shares
802,804
Previous 788,568 1.81%
Holding current value
$42.4 Million
Previous $38.4 Billion 1.46%
% of portfolio
17.51%
Previous 17.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$51.09 - $55.27 $727,317 - $786,823
14,236 Added 1.81%
802,804 $39 Billion
Q3 2024

Oct 28, 2024
SELL
$48.51 - $52.86 $35.4 Million - $38.6 Million
-730,615 Reduced 48.09%
788,568 $38.4 Billion
Q2 2024

Aug 13, 2024
SELL
$47.37 - $50.09 $879,613 - $930,121
-18,569 Reduced 1.21%
1,519,183 $36.5 Billion
Q1 2024

May 13, 2024
BUY
$45.88 - $50.1 $41.1 Million - $44.9 Million
895,218 Added 139.33%
1,537,752 $38 Billion
Q4 2023

Feb 06, 2024
BUY
$39.63 - $46.73 $25.5 Million - $30 Million
642,534 New
642,534 $30 Billion

Others Institutions Holding SPYV

# of Institutions
1,082
Shares Held
437M
Call Options Held
316K
Put Options Held
4.7K
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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