Accel Wealth Management Spdr Portfolio S&P 500 Value E Transaction History

Accel Wealth Management

$243 Million
Q2 2024

A detailed history of Accel Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Accel Wealth Management holds 7,031 shares of SPYV stock, worth $370,744. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,031

Previous 7,002 0.41%

Holding current value

$370,744

Previous $350,000 2.29%

% of portfolio

0.14%

Previous 0.15%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$47.37 - $50.09 $1,373 - $1,452	29 Added 0.41%	7,031 $342,000
Q1 2024 Apr 19, 2024	BUY	$45.88 - $50.1 $38,309 - $41,833	835 Added 13.54%	7,002 $350,000
Q4 2023 Jan 18, 2024	BUY	$39.63 - $46.73 $244,398 - $288,183	6,167 New	6,167 $287,000
Q1 2023 Apr 20, 2023	BUY	$38.68 - $42.77 $580 - $641	15 Added 0.35%	4,333 $176,000
Q4 2022 Jan 26, 2023	BUY	$34.79 - $40.71 $765 - $895	22 Added 0.51%	4,318 $0
Q3 2022 Oct 12, 2022	BUY	$34.49 - $40.43 $172 - $202	5 Added 0.12%	4,296 $157,000
Q2 2022 Aug 03, 2022	BUY	$35.93 - $42.52 $179 - $212	5 Added 0.12%	4,291 $159,000
Q1 2022 Apr 29, 2022	BUY	$39.54 - $42.64 $15,776 - $17,013	399 Added 10.26%	4,286 $180,000
Q4 2021 Jan 18, 2022	BUY	$39.14 - $42.04 $17,965 - $19,296	459 Added 13.39%	3,887 $163,000
Q3 2021 Nov 04, 2021	SELL	$38.51 - $40.73 $17,329 - $18,328	-450 Reduced 11.6%	3,428 $134,000
Q2 2021 Aug 03, 2021	BUY	$38.15 - $40.6 $152 - $162	4 Added 0.1%	3,878 $153,000
Q1 2021 May 10, 2021	BUY	$33.86 - $38.29 $203 - $229	6 Added 0.16%	3,874 $147,000
Q4 2020 Jan 27, 2021	BUY	$29.5 - $34.42 $114,106 - $133,136	3,868 New	3,868 $133,000

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

Ticker SPYV
Sector ETFs
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Accel Wealth Management Spdr Portfolio S&P 500 Value E Transaction History