Arbor Trust Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Arbor Trust Wealth Advisors, LLC

  • $202 Million
  • Q3 2024

A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 99,790 shares of SPYV stock, worth $5.46 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
99,790
Previous 99,790 -0.0%
Holding current value
$5.46 Million
Previous $4.86 Million 8.45%
% of portfolio
2.61%
Previous 2.56%

Shares

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

Aug 02, 2024
BUY
$47.37 - $50.09 $530,496 - $560,957
11,199 Added 12.64%
99,790 $4.86 Million
Q1 2024

Apr 15, 2024
BUY
$45.88 - $50.1 $3.11 Million - $3.4 Million
67,816 Added 326.43%
88,591 $4.44 Million
Q4 2023

Jan 30, 2024
BUY
$39.63 - $46.73 $823,313 - $970,815
20,775 New
20,775 $968,000

Others Institutions Holding SPYV

# of Institutions
1,009
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Arbor Trust Wealth Advisors, LLC Portfolio

Follow Arbor Trust Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arbor Trust Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Trust Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email