Better Money Decisions, LLC Spdr Portfolio S&P 500 Value E Transaction History

Better Money Decisions, LLC

$144 Million
Q4 2024

A detailed history of Better Money Decisions, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Better Money Decisions, LLC holds 38,118 shares of SPYV stock, worth $1.95 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

38,118

Previous 34,761 9.66%

Holding current value

$1.95 Million

Previous $1.84 Million 6.1%

% of portfolio

1.36%

Previous 1.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$51.09 - $55.27 $171,509 - $185,541	3,357 Added 9.66%	38,118 $1.95 Million
Q3 2024 Oct 25, 2024	BUY	$48.51 - $52.86 $62,238 - $67,819	1,283 Added 3.83%	34,761 $1.84 Million
Q2 2024 Jul 24, 2024	BUY	$47.37 - $50.09 $163,284 - $172,660	3,447 Added 11.48%	33,478 $1.63 Million
Q1 2024 May 01, 2024	BUY	$45.88 - $50.1 $33,721 - $36,823	735 Added 2.51%	30,031 $1.5 Million
Q4 2023 Jan 23, 2024	BUY	$39.63 - $46.73 $89,841 - $105,936	2,267 Added 8.39%	29,296 $1.37 Million
Q3 2023 Nov 08, 2023	BUY	$41.15 - $44.69 $116,536 - $126,562	2,832 Added 11.7%	27,029 $1.12 Million
Q2 2023 Aug 09, 2023	BUY	$40.17 - $43.27 $52,421 - $56,467	1,305 Added 5.7%	24,197 $1.05 Million
Q1 2023 May 03, 2023	BUY	$38.68 - $42.77 $366,299 - $405,031	9,470 Added 70.56%	22,892 $932,000
Q4 2022 Feb 14, 2023	BUY	$34.79 - $40.71 $452 - $529	13 Added 0.1%	13,422 $521,000
Q3 2022 Oct 28, 2022	BUY	$34.49 - $40.43 $482 - $566	14 Added 0.1%	13,409 $462,000
Q2 2022 Aug 05, 2022	BUY	$35.93 - $42.52 $503 - $595	14 Added 0.1%	13,395 $493,000
Q1 2022 May 13, 2022	BUY	$39.54 - $42.64 $316 - $341	8 Added 0.06%	13,381 $559,000
Q4 2021 Feb 14, 2022	SELL	$39.14 - $42.04 $14,677 - $15,765	-375 Reduced 2.73%	13,373 $562,000
Q3 2021 Oct 28, 2021	BUY	$38.51 - $40.73 $2,464 - $2,606	64 Added 0.47%	13,748 $536,000
Q2 2021 Jul 22, 2021	SELL	$38.15 - $40.6 $20,295 - $21,599	-532 Reduced 3.74%	13,684 $541,000
Q1 2021 May 04, 2021	BUY	$33.86 - $38.29 $481,353 - $544,330	14,216 New	14,216 $539,000

Others Institutions Holding SPYV

# of Institutions

1,085

Shares Held

438M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Better Money Decisions, LLC Spdr Portfolio S&P 500 Value E Transaction History