Bridgewealth Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Bridgewealth Advisory Group, LLC

$226 Billion
Q2 2024

A detailed history of Bridgewealth Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 43,269 shares of SPYV stock, worth $2.28 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

43,269

Previous 40,710 6.29%

Holding current value

$2.28 Million

Previous $2.04 Billion 3.4%

% of portfolio

0.93%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$47.37 - $50.09 $121,219 - $128,180	2,559 Added 6.29%	43,269 $2.11 Billion
Q1 2024 Apr 18, 2024	BUY	$45.88 - $50.1 $437,052 - $477,252	9,526 Added 30.55%	40,710 $2.04 Billion
Q4 2023 Feb 05, 2024	BUY	$39.63 - $46.73 $219,431 - $258,744	5,537 Added 21.59%	31,184 $1.45 Billion
Q3 2023 Nov 09, 2023	BUY	$41.15 - $44.69 $730,659 - $793,515	17,756 Added 225.02%	25,647 $1.06 Billion
Q2 2023 Aug 14, 2023	BUY	$40.17 - $43.27 $36,193 - $38,986	901 Added 12.89%	7,891 $341 Million
Q1 2023 May 15, 2023	SELL	$38.68 - $42.77 $81,150 - $89,731	-2,098 Reduced 23.09%	6,990 $285 Million
Q4 2022 Feb 24, 2023	BUY	$34.79 - $40.71 $316,171 - $369,972	9,088 New	9,088 $353 Million

Others Institutions Holding SPYV

# of Institutions

937

Shares Held

378M

Call Options Held

307K

Put Options Held

3.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Bridgewealth Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History