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

Aprio Wealth Management, LLC

$577 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 17, 2024	SELL	$39.63 - $46.73 $23,064 - $27,196	-582 Reduced 2.25%	25,245 $1.18 Million
Q3 2023 Oct 10, 2023	BUY	$41.15 - $44.69 $3,127 - $3,396	76 Added 0.3%	25,827 $1.07 Million
Q2 2023 Jul 13, 2023	BUY	$40.17 - $43.27 $1.03 Million - $1.11 Million	25,751 New	25,751 $1.11 Million
Q2 2022 Jul 26, 2022	SELL	$35.93 - $42.52 $2.23 Million - $2.63 Million	-61,964 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$39.54 - $42.64 $2.45 Million - $2.64 Million	61,964 New	61,964 $2.59 Million
Q3 2021 Oct 14, 2021	SELL	$38.51 - $40.73 $1.66 Million - $1.75 Million	-43,061 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$38.15 - $40.6 $1.64 Million - $1.75 Million	43,061 New	43,061 $1.7 Million
Q2 2020 Jul 20, 2020	SELL	$24.7 - $32.15 $1.07 Million - $1.39 Million	-43,353 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	$22.11 - $35.37 $1.72 Million - $2.75 Million	-77,693 Reduced 64.18%	43,353 $1.12 Million
Q4 2019 Feb 14, 2020	BUY	$30.96 - $35.07 $3.75 Million - $4.25 Million	121,046 New	121,046 $4.23 Million

Others Institutions Holding SPYV

# of Institutions

1,009

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

About SPDR PORTFOLIO S&P 500 VALUE E

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