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

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Altium Wealth Management LLC holds 621,125 shares of SPYV stock, worth $30.2 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
621,125
Previous 684,115 9.21%
Holding current value
$30.2 Million
Previous $28.6 Million 19.93%
% of portfolio
1.65%
Previous 1.84%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
SELL
N/A
-62,990 Reduced 9.21%
621,125 $22.9 Million
Q1 2022

May 16, 2022
BUY
N/A
39,515 Added 6.13%
684,115 $28.6 Million
Q4 2021

Jan 31, 2022
BUY
N/A
4,356 Added 0.68%
644,600 $27.1 Million
Q3 2021

Nov 15, 2021
BUY
N/A
9,558 Added 1.52%
640,244 $25 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-11,300 Reduced 1.76%
630,686 $24.9 Million
Q1 2021

May 06, 2021
BUY
N/A
36,498 Added 6.03%
641,986 $24.3 Million
Q4 2020

Feb 04, 2021
BUY
N/A
40,630 Added 7.19%
605,488 $20.8 Million
Q3 2020

Oct 26, 2020
BUY
N/A
35,272 Added 6.66%
564,858 $17.1 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-134,982 Reduced 20.31%
529,586 $15.3 Million
Q1 2020

Apr 23, 2020
SELL
N/A
-88,160 Reduced 11.71%
664,568 $17.2 Million
Q4 2019

Jan 17, 2020
BUY
N/A
34,445 Added 4.8%
752,728 $26.3 Million
Q3 2019

Nov 12, 2019
BUY
N/A
82,406 Added 12.96%
718,283 $23 Million
Q2 2019

Jul 18, 2019
BUY
N/A
117,999 Added 22.79%
635,877 $19.9 Million
Q1 2019

Apr 26, 2019
BUY
N/A
175,468 Added 51.24%
517,878 $15.7 Million
Q4 2018

Jan 18, 2019
SELL
N/A
-128,560 Reduced 27.3%
342,410 $9.3 Million
Q3 2018

Nov 13, 2018
BUY
N/A
226,379 Added 92.55%
470,970 $14.7 Million
Q2 2018

Aug 14, 2018
BUY
N/A
64,809 Added 36.05%
244,591 $7.25 Million
Q1 2018

Jun 06, 2018
BUY
N/A
83,115 Added 85.98%
179,782 $5.29 Million
Q4 2017

Jun 01, 2018
BUY
N/A
96,667
96,667 $2.97 Million

Others Institutions Holding SPYV

# of Institutions
889
Shares Held
372M
Call Options Held
246K
Put Options Held
10.2K
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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