Balanced Wealth Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Balanced Wealth Group LLC

  • $224 Billion
  • Q1 2024

A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 1,537,752 shares of SPYV stock, worth $74.8 Million. This represents 16.93% of its overall portfolio holdings.

Number of Shares
1,537,752
Previous 642,534 139.33%
Holding current value
$74.8 Million
Previous $30 Billion 26.87%
% of portfolio
16.93%
Previous 15.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$45.88 - $50.1 $41.1 Million - $44.9 Million
895,218 Added 139.33%
1,537,752 $38 Billion
Q4 2023

Feb 06, 2024
BUY
$39.63 - $46.73 $25.5 Million - $30 Million
642,534 New
642,534 $30 Billion

Others Institutions Holding SPYV

# of Institutions
887
Shares Held
371M
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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