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

Bcgm Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 14,645 shares of SPYV stock, worth $746,748. This represents 0.26% of its overall portfolio holdings.

Number of Shares
14,645
Previous 15,388 4.83%
Holding current value
$746,748
Previous $813,000 8.0%
% of portfolio
0.26%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$51.09 - $55.27 $37,959 - $41,065
-743 Reduced 4.83%
14,645 $748,000
Q3 2024

Nov 06, 2024
SELL
$48.51 - $52.86 $75,044 - $81,774
-1,547 Reduced 9.13%
15,388 $813,000
Q2 2024

Jul 30, 2024
SELL
$47.37 - $50.09 $11,274 - $11,921
-238 Reduced 1.39%
16,935 $825,000
Q1 2024

May 07, 2024
SELL
$45.88 - $50.1 $2,294 - $2,505
-50 Reduced 0.29%
17,173 $860,000
Q4 2023

Feb 08, 2024
SELL
$39.63 - $46.73 $46,129 - $54,393
-1,164 Reduced 6.33%
17,223 $803,000
Q3 2023

Nov 08, 2023
BUY
$41.15 - $44.69 $60,490 - $65,694
1,470 Added 8.69%
18,387 $758,000
Q2 2023

Aug 07, 2023
BUY
$40.17 - $43.27 $31,171 - $33,577
776 Added 4.81%
16,917 $730,000
Q1 2023

May 02, 2023
BUY
$38.68 - $42.77 $32,529 - $35,969
841 Added 5.5%
16,141 $657,000
Q4 2022

Feb 07, 2023
BUY
$34.79 - $40.71 $151,232 - $176,966
4,347 Added 39.69%
15,300 $595,000
Q3 2022

Nov 03, 2022
BUY
$34.49 - $40.43 $377,768 - $442,829
10,953 New
10,953 $414,000

Others Institutions Holding SPYV

# of Institutions
1,086
Shares Held
438M
Call Options Held
316K
Put Options Held
4.7K
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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