Clarus Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Clarus Wealth Advisors

  • $178 Million
  • Q1 2024

A detailed history of Clarus Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Clarus Wealth Advisors holds 89,893 shares of SPYV stock, worth $4.38 Million. This represents 2.53% of its overall portfolio holdings.

Number of Shares
89,893
Previous 89,107 0.88%
Holding current value
$4.38 Million
Previous $4.16 Million 8.38%
% of portfolio
2.53%
Previous 2.44%

Shares

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

Apr 11, 2024
BUY
$45.88 - $50.1 $36,061 - $39,378
786 Added 0.88%
89,893 $4.5 Million
Q4 2023

Jan 22, 2024
BUY
$39.63 - $46.73 $1.59 Million - $1.88 Million
40,176 Added 82.11%
89,107 $4.16 Million
Q2 2023

Jul 10, 2023
BUY
$40.17 - $43.27 $71,301 - $76,804
1,775 Added 3.76%
48,931 $2.11 Million
Q1 2023

Apr 10, 2023
SELL
$38.68 - $42.77 $3.38 Million - $3.74 Million
-87,403 Reduced 64.96%
47,156 $1.92 Million
Q4 2022

Jan 12, 2023
SELL
$38.0 - $40.71 $149,986 - $160,682
-3,947 Reduced 2.85%
134,559 $0
Q3 2022

Oct 11, 2022
BUY
N/A
3,495 Added 2.59%
138,506 $4.85 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-2,585 Reduced 1.88%
135,011 $5 Million
Q1 2022

Apr 12, 2022
BUY
N/A
2,640 Added 1.96%
137,596 $5.74 Million
Q4 2021

Jan 13, 2022
BUY
N/A
40,048 Added 42.2%
134,956 $0
Q3 2021

Oct 06, 2021
BUY
N/A
1,683 Added 1.81%
94,908 $3.76 Million
Q2 2021

Jul 13, 2021
SELL
N/A
-1,090 Reduced 1.16%
93,225 $3.73 Million
Q1 2021

Apr 12, 2021
BUY
N/A
94,315 New
94,315 $0
Q1 2020

Apr 08, 2020
SELL
N/A
-216,254 Closed
0 $0
Q4 2019

Jan 10, 2020
BUY
N/A
55,684 Added 34.68%
216,254 $7.56 Million
Q3 2019

Oct 11, 2019
SELL
N/A
-2,954 Reduced 1.81%
160,570 $5.13 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-27,784 Reduced 14.52%
163,524 $5.12 Million
Q1 2019

Apr 04, 2019
BUY
N/A
191,308 New
191,308 $5.79 Million

Others Institutions Holding SPYV

# of Institutions
889
Shares Held
372M
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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