Costello Asset Management, Inc Spdr Portfolio S&P 500 Value E Transaction History

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025

A detailed history of Costello Asset Management, Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Costello Asset Management, Inc holds 4,104 shares of SPYV stock, worth $216,403. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,104
Previous 4,505 8.9%
Holding current value
$216,403
Previous $230,000 6.96%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$45.11 - $52.34 $18,089 - $20,988
-401 Reduced 8.9%
4,104 $214,000
Q1 2025

May 09, 2025
BUY
$49.78 - $53.19 $99 - $106
2 Added 0.04%
4,505 $230,000
Q4 2024

Jan 24, 2025
SELL
$51.09 - $55.27 $81,182 - $87,824
-1,589 Reduced 26.08%
4,503 $230,000
Q3 2024

Nov 01, 2024
BUY
$48.51 - $52.86 $259,188 - $282,430
5,343 Added 713.35%
6,092 $322,000
Q2 2024

Aug 01, 2024
BUY
$47.37 - $50.09 $94 - $100
2 Added 0.27%
749 $36,000
Q1 2024

Apr 24, 2024
BUY
$45.88 - $50.1 $34,272 - $37,424
747 New
747 $37,000

Others Institutions Holding SPYV

# of Institutions
1,133
Shares Held
441M
Call Options Held
259K
Put Options Held
30.3K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Costello Asset Management, Inc Portfolio

Follow Costello Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Costello Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Costello Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email