Bcs Wealth Management Spdr Portfolio S&P 500 Value E Transaction History

Bcs Wealth Management

  • $402 Million
  • Q4 2024

A detailed history of Bcs Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bcs Wealth Management holds 171,766 shares of SPYV stock, worth $9.05 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
171,766
Previous 147,789 16.22%
Holding current value
$9.05 Million
Previous $7.81 Million 12.44%
% of portfolio
2.18%
Previous 3.32%

Shares

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

Jan 13, 2025
BUY
$51.09 - $55.27 $1.22 Million - $1.33 Million
23,977 Added 16.22%
171,766 $8.78 Million
Q3 2024

Oct 17, 2024
BUY
$48.51 - $52.86 $583,478 - $635,800
12,028 Added 8.86%
147,789 $7.81 Million
Q2 2024

Jul 16, 2024
BUY
$47.37 - $50.09 $713,392 - $754,355
15,060 Added 12.48%
135,761 $6.62 Million
Q1 2024

Apr 10, 2024
SELL
$45.88 - $50.1 $148,651 - $162,324
-3,240 Reduced 2.61%
120,701 $6.05 Million
Q4 2023

Jan 11, 2024
BUY
$39.63 - $46.73 $372,640 - $439,402
9,403 Added 8.21%
123,941 $5.78 Million
Q3 2023

Oct 12, 2023
BUY
$41.15 - $44.69 $541,616 - $588,209
13,162 Added 12.98%
114,538 $4.73 Million
Q2 2023

Jul 19, 2023
BUY
$40.17 - $43.27 $106,571 - $114,795
2,653 Added 2.69%
101,376 $4.38 Million
Q1 2023

Apr 10, 2023
BUY
$38.68 - $42.77 $667,616 - $738,210
17,260 Added 21.19%
98,723 $4.02 Million
Q4 2022

Jan 10, 2023
BUY
$34.79 - $40.71 $1.31 Million - $1.53 Million
37,699 Added 86.14%
81,463 $3.17 Million
Q3 2022

Oct 07, 2022
BUY
$34.49 - $40.43 $298,166 - $349,517
8,645 Added 24.62%
43,764 $1.51 Million
Q2 2022

Jul 29, 2022
BUY
$35.93 - $42.52 $412,404 - $488,044
11,478 Added 48.55%
35,119 $1.29 Million
Q1 2022

Apr 28, 2022
BUY
$39.54 - $42.64 $934,765 - $1.01 Million
23,641 New
23,641 $987,000

Others Institutions Holding SPYV

# of Institutions
1,067
Shares Held
440M
Call Options Held
308K
Put Options Held
15.8K
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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