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

Atticus Wealth Management, LLC

$294 Million
Q4 2024

A detailed history of Atticus Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 395,792 shares of SPYV stock, worth $20.9 Million. This represents 6.89% of its overall portfolio holdings.

Number of Shares

395,792

Previous 396,862 0.27%

Holding current value

$20.9 Million

Previous $21 Million 3.52%

% of portfolio

6.89%

Previous 7.37%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$51.09 - $55.27 $54,666 - $59,138	-1,070 Reduced 0.27%	395,792 $20.2 Million
Q3 2024 Oct 15, 2024	BUY	$48.51 - $52.86 $527,400 - $574,693	10,872 Added 2.82%	396,862 $21 Million
Q2 2024 Jul 17, 2024	BUY	$47.37 - $50.09 $150,968 - $159,636	3,187 Added 0.83%	385,990 $18.8 Million
Q1 2024 Apr 17, 2024	BUY	$45.88 - $50.1 $597,403 - $652,352	13,021 Added 3.52%	382,803 $19.2 Million
Q4 2023 Jan 17, 2024	SELL	$39.63 - $46.73 $2.8 Million - $3.3 Million	-70,548 Reduced 16.02%	369,782 $17.2 Million
Q3 2023 Nov 15, 2023	BUY	$41.15 - $44.69 $677,411 - $735,686	16,462 Added 3.88%	440,330 $18.2 Million
Q2 2023 Jul 20, 2023	BUY	$40.17 - $43.27 $270,062 - $290,904	6,723 Added 1.61%	423,868 $18.3 Million
Q1 2023 Apr 17, 2023	BUY	$38.68 - $42.77 $12.7 Million - $14.1 Million	329,571 Added 376.33%	417,145 $17 Million
Q4 2022 Jan 31, 2023	SELL	$34.79 - $40.71 $37,503 - $43,885	-1,078 Reduced 1.22%	87,574 $3.41 Million
Q2 2022 Jul 13, 2022	BUY	$35.93 - $42.52 $2.21 Million - $2.61 Million	61,486 Added 226.33%	88,652 $3.26 Million
Q1 2022 Apr 15, 2022	BUY	$39.54 - $42.64 $1.06 Million - $1.14 Million	26,758 Added 6558.33%	27,166 $1.13 Million
Q3 2020 Oct 21, 2020	BUY	$28.64 - $31.68 $11,685 - $12,925	408 New	408 $12,000

Others Institutions Holding SPYV

# of Institutions

1,082

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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