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

Accurate Wealth Management, LLC

  • $426 Million
  • Q2 2024

A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,326 shares of SPYV stock, worth $275,354. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,326
Previous 7,925 32.79%
Holding current value
$275,354
Previous $397,000 34.76%
% of portfolio
0.06%
Previous 0.11%

Shares

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

Jul 17, 2024
SELL
$47.37 - $50.09 $123,114 - $130,183
-2,599 Reduced 32.79%
5,326 $259,000
Q1 2024

Apr 22, 2024
BUY
$45.88 - $50.1 $130,849 - $142,885
2,852 Added 56.22%
7,925 $397,000
Q4 2023

Jan 12, 2024
SELL
$39.63 - $46.73 $52,945 - $62,431
-1,336 Reduced 20.85%
5,073 $236,000
Q3 2023

Oct 23, 2023
BUY
$41.15 - $44.69 $263,730 - $286,418
6,409 New
6,409 $264,000
Q4 2022

Jan 11, 2023
BUY
$38.0 - $40.71 $104,576 - $112,033
2,752 New
2,752 $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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