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

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Clearstead Advisors, LLC holds 6,358 shares of SPYV stock, worth $347,591. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,358
Previous 6,358 -0.0%
Holding current value
$347,591
Previous $309,000 8.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 09, 2024
BUY
$47.37 - $50.09 $262,240 - $277,298
5,536 Added 673.48%
6,358 $309,000
Q4 2023

Feb 12, 2024
SELL
$39.63 - $46.73 $48,546 - $57,244
-1,225 Reduced 59.84%
822 $38,000
Q4 2022

Feb 14, 2023
SELL
$34.79 - $40.71 $36,425 - $42,623
-1,047 Reduced 33.84%
2,047 $79,000
Q3 2022

Nov 14, 2022
SELL
$34.49 - $40.43 $20,521 - $24,055
-595 Reduced 16.13%
3,094 $107,000
Q2 2022

Aug 12, 2022
SELL
$35.93 - $42.52 $194,129 - $229,735
-5,403 Reduced 59.43%
3,689 $136,000
Q1 2022

May 04, 2022
SELL
$39.54 - $42.64 $206,398 - $222,580
-5,220 Reduced 36.47%
9,092 $380,000
Q4 2021

Feb 14, 2022
BUY
$39.14 - $42.04 $201,297 - $216,211
5,143 Added 56.09%
14,312 $601,000
Q3 2021

Nov 12, 2021
BUY
$38.51 - $40.73 $316,590 - $334,841
8,221 Added 867.19%
9,169 $358,000
Q2 2021

Aug 12, 2021
SELL
$38.15 - $40.6 $9,613 - $10,231
-252 Reduced 21.0%
948 $37,000
Q2 2020

Aug 11, 2020
SELL
$24.7 - $32.15 $93,860 - $122,170
-3,800 Reduced 76.0%
1,200 $35,000
Q1 2020

May 14, 2020
BUY
$22.11 - $35.37 $110,550 - $176,850
5,000 New
5,000 $129,000
Q1 2019

May 14, 2019
SELL
N/A
-12,332 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
N/A
12,332 New
12,332 $335,000

Others Institutions Holding SPYV

# of Institutions
1,009
Shares Held
407M
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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