Cassaday & CO Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 15,829 shares of SPYV stock, worth $828,173. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,829
Previous 14,704 7.65%
Holding current value
$828,173
Previous $716,000 16.76%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$48.51 - $52.86 $54,573 - $59,467
1,125 Added 7.65%
15,829 $836,000
Q2 2024

Jul 30, 2024
SELL
$47.37 - $50.09 $26,195 - $27,699
-553 Reduced 3.62%
14,704 $716,000
Q1 2024

May 08, 2024
BUY
$45.88 - $50.1 $145,485 - $158,867
3,171 Added 26.24%
15,257 $764,000
Q4 2022

Feb 07, 2023
BUY
$34.79 - $40.71 $420,471 - $492,021
12,086 New
12,086 $0

Others Institutions Holding SPYV

# of Institutions
1,011
Shares Held
409M
Call Options Held
356K
Put Options Held
41.6K
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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