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

Dynasty Wealth Management, LLC

$5.8 Trillion
Q4 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 3,310,399 shares of SPYV stock, worth $173 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

3,310,399

Previous 1,929,406 71.58%

Holding current value

$173 Million

Previous $185 Billion 8.42%

% of portfolio

2.92%

Previous 5.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$51.09 - $55.27 $70.6 Million - $76.3 Million	1,380,993 Added 71.58%	3,310,399 $169 Billion
Q3 2024 Nov 12, 2024	SELL	$48.51 - $52.86 $65.3 Million - $71.1 Million	-1,345,543 Reduced 41.09%	1,929,406 $185 Billion
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

1,030

Shares Held

420M

Call Options Held

352K

Put Options Held

41.6K

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