Drive Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Drive Wealth Management, LLC

$413 Million
Q1 2025

A detailed history of Drive Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Drive Wealth Management, LLC holds 16,263 shares of SPYV stock, worth $826,160. This represents 0.2% of its overall portfolio holdings.

Number of Shares

16,263

Previous 17,483 6.98%

Holding current value

$826,160

Previous $894,000 7.16%

% of portfolio

0.2%

Previous 0.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$49.78 - $53.19 $60,731 - $64,891	-1,220 Reduced 6.98%	16,263 $830,000
Q4 2024 Jan 21, 2025	BUY	$51.09 - $55.27 $255 - $276	5 Added 0.03%	17,483 $894,000
Q3 2024 Nov 07, 2024	SELL	$48.51 - $52.86 $373,041 - $406,493	-7,690 Reduced 30.55%	17,478 $923,000
Q2 2024 Jul 31, 2024	BUY	$47.37 - $50.09 $27,237 - $28,801	575 Added 2.34%	25,168 $1.23 Million
Q1 2024 Apr 22, 2024	SELL	$45.88 - $50.1 $661,222 - $722,041	-14,412 Reduced 36.95%	24,593 $1.23 Million
Q4 2023 Jan 22, 2024	SELL	$39.63 - $46.73 $865,875 - $1.02 Million	-21,849 Reduced 35.9%	39,005 $1.82 Million
Q3 2023 Oct 10, 2023	SELL	$41.15 - $44.69 $629,965 - $684,159	-15,309 Reduced 20.1%	60,854 $2.51 Million
Q2 2023 Jul 14, 2023	SELL	$40.17 - $43.27 $4.03 Million - $4.34 Million	-100,344 Reduced 56.85%	76,163 $3.29 Million
Q1 2023 Apr 13, 2023	SELL	$38.68 - $42.77 $192,897 - $213,293	-4,987 Reduced 2.75%	176,507 $7.19 Million
Q4 2022 Jan 27, 2023	BUY	$34.79 - $40.71 $5.96 Million - $6.98 Million	171,446 Added 1706.27%	181,494 $0
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $3,138 - $3,679	91 Added 0.91%	10,048 $347,000
Q2 2022 Nov 14, 2022	BUY	$35.93 - $42.52 $94,891 - $112,295	2,641 Added 36.1%	9,957 $367,000
Q1 2022 Nov 14, 2022	BUY	$39.54 - $42.64 $36,890 - $39,783	933 Added 14.62%	7,316 $305,000
Q4 2021 Nov 14, 2022	BUY	$39.14 - $42.04 $249,830 - $268,341	6,383 New	6,383 $268,000

Others Institutions Holding SPYV

# of Institutions

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Drive Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History