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

Dynasty Wealth Management, LLC

$3.39 Trillion
Q2 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,274,949 shares of SPYV stock, worth $173 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares

3,274,949

Previous 3,051,234 7.33%

Holding current value

$173 Million

Previous $153 Billion 4.42%

% of portfolio

4.71%

Previous 4.87%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$47.37 - $50.09 $10.6 Million - $11.2 Million	223,715 Added 7.33%	3,274,949 $160 Billion
Q1 2024 May 15, 2024	BUY	$45.88 - $50.1 $140 Million - $153 Million	3,051,234 New	3,051,234 $153 Billion

Others Institutions Holding SPYV

# of Institutions

939

Shares Held

378M

Call Options Held

307K

Put Options Held

3.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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