Balasa Dinverno & Foltz LLC Spdr Portfolio S&P 500 Value E Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 158,232 shares of SPYV stock, worth $8.47 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
158,232
Previous 168,420 6.05%
Holding current value
$8.47 Million
Previous $6.2 Million 12.0%
% of portfolio
0.34%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022
SELL
$34.49 - $40.43 $351,384 - $411,900
-10,188 Reduced 6.05%
158,232 $5.46 Million
Q2 2022

Aug 09, 2022
BUY
$35.93 - $42.52 $6.05 Million - $7.16 Million
168,420 New
168,420 $6.2 Million

Others Institutions Holding SPYV

# of Institutions
1,007
Shares Held
406M
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 Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email