Bartlett & Co. Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 544 shares of SPYV stock, worth $29,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares
544
Previous 544 -0.0%
Holding current value
$29,185
Previous $26.5 Million 8.45%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$39.63 - $46.73 $21,558 - $25,421
544 New
544 $25.4 Million
Q1 2023

Feb 14, 2024
SELL
$38.68 - $42.77 $74,265 - $82,118
-1,920 Closed
0 $0
Q4 2022

Feb 14, 2024
BUY
$34.79 - $40.71 $42,443 - $49,666
1,220 Added 174.29%
1,920 $74.7 Million
Q3 2021

Feb 13, 2024
BUY
$38.51 - $40.73 $26,957 - $28,510
700 New
700 $27.3 Million

Others Institutions Holding SPYV

# of Institutions
1,008
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
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More about SPYV
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