Blue Bell Private Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Blue Bell Private Wealth Management, LLC

  • $460 Million
  • Q2 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 8,726 shares of SPYV stock, worth $464,659. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,726
Previous 8,809 0.94%
Holding current value
$464,659
Previous $441,000 3.63%
% of portfolio
0.09%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$47.37 - $50.09 $3,931 - $4,157
-83 Reduced 0.94%
8,726 $425,000
Q1 2024

Apr 24, 2024
SELL
$45.88 - $50.1 $3,853 - $4,208
-84 Reduced 0.94%
8,809 $441,000
Q4 2023

Jan 25, 2024
SELL
$39.63 - $46.73 $25,918 - $30,561
-654 Reduced 6.85%
8,893 $414,000
Q3 2023

Oct 30, 2023
SELL
$41.15 - $44.69 $14,196 - $15,418
-345 Reduced 3.49%
9,547 $393,000
Q2 2023

Aug 08, 2023
BUY
$40.17 - $43.27 $11,689 - $12,591
291 Added 3.03%
9,892 $427,000
Q4 2022

Feb 03, 2023
SELL
$34.79 - $40.71 $21,743 - $25,443
-625 Reduced 6.11%
9,601 $373,000
Q3 2022

Nov 08, 2022
BUY
$34.49 - $40.43 $34,455 - $40,389
999 Added 10.83%
10,226 $353,000
Q1 2022

Apr 21, 2022
SELL
$39.54 - $42.64 $1,344 - $1,449
-34 Reduced 0.37%
9,227 $385,000
Q4 2021

Jan 26, 2022
SELL
$39.14 - $42.04 $64,581 - $69,366
-1,650 Reduced 15.12%
9,261 $389,000
Q3 2021

Nov 10, 2021
BUY
$38.51 - $40.73 $30,808 - $32,583
800 Added 7.91%
10,911 $426,000
Q2 2021

Aug 05, 2021
BUY
$38.15 - $40.6 $385,734 - $410,506
10,111 New
10,111 $400,000

Others Institutions Holding SPYV

# of Institutions
954
Shares Held
380M
Call Options Held
307K
Put Options Held
3.5K
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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