Coastal Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 643 shares of SPYV stock, worth $33,223. This represents 0.02% of its overall portfolio holdings.

Number of Shares

643

Previous 979 34.32%

Holding current value

$33,223

Previous $47,000 29.79%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$48.51 - $52.86 $16,299 - $17,760	-336 Reduced 34.32%	643 $33,000
Q2 2024 Jul 15, 2024	BUY	$47.37 - $50.09 $236 - $250	5 Added 0.51%	979 $47,000
Q1 2024 Apr 19, 2024	BUY	$45.88 - $50.1 $44,687 - $48,797	974 New	974 $48,000
Q2 2023 Aug 09, 2023	BUY	$40.17 - $43.27 $24,985 - $26,913	622 New	622 $26,000
Q4 2022 Feb 10, 2023	SELL	$34.79 - $40.71 $140,551 - $164,468	-4,040 Reduced 85.58%	681 $26,000
Q3 2022 Oct 27, 2022	BUY	$34.49 - $40.43 $162,827 - $190,870	4,721 New	4,721 $163,000
Q3 2019 Oct 18, 2019	SELL	$31.79 - $32.44 $76,772 - $78,342	-2,415 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	2,415 New	2,415 $74,000

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Coastal Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History