Choice Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Choice Wealth Advisors, LLC

  • $163 Million
  • Q1 2024

A detailed history of Choice Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 528,449 shares of SPYV stock, worth $25.7 Million. This represents 16.29% of its overall portfolio holdings.

Number of Shares
528,449
Previous 549,564 3.84%
Holding current value
$25.7 Million
Previous $25.6 Million 3.31%
% of portfolio
16.29%
Previous 15.95%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$45.88 - $50.1 $968,756 - $1.06 Million
-21,115 Reduced 3.84%
528,449 $26.5 Million
Q4 2023

Jan 11, 2024
SELL
$39.63 - $46.73 $988,213 - $1.17 Million
-24,936 Reduced 4.34%
549,564 $25.6 Million
Q3 2023

Oct 10, 2023
SELL
$41.15 - $44.69 $342,656 - $372,133
-8,327 Reduced 1.43%
574,500 $23.7 Million
Q2 2023

Jul 14, 2023
SELL
$40.17 - $43.27 $836,018 - $900,535
-20,812 Reduced 3.45%
582,827 $25.2 Million
Q1 2023

Apr 06, 2023
BUY
$38.68 - $42.77 $145,630 - $161,029
3,765 Added 0.63%
603,639 $24.6 Million
Q4 2022

Jan 25, 2023
SELL
$38.0 - $40.71 $382,432 - $409,705
-10,064 Reduced 1.65%
599,874 $0
Q3 2022

Nov 09, 2022
BUY
N/A
609,938 New
609,938 $21 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-617,740 Closed
0 $0
Q1 2022

Apr 12, 2022
SELL
N/A
-35,986 Reduced 5.5%
617,740 $25.7 Million
Q4 2021

Feb 14, 2022
BUY
N/A
40,412 Added 6.59%
653,726 $27.5 Million
Q3 2021

Oct 13, 2021
SELL
N/A
-55,542 Reduced 8.3%
613,314 $23.9 Million
Q2 2021

Jul 23, 2021
BUY
N/A
34,200 Added 5.39%
668,856 $26.4 Million
Q1 2021

Apr 16, 2021
BUY
N/A
30,305 Added 5.01%
634,656 $24.1 Million
Q4 2020

Feb 12, 2021
BUY
N/A
604,351 New
604,351 $20.8 Million

Others Institutions Holding SPYV

# of Institutions
887
Shares Held
371M
Call Options Held
246K
Put Options Held
10.2K
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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