Erickson Financial Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Erickson Financial Group, LLC

  • $131 Million
  • Q2 2024

A detailed history of Erickson Financial Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Erickson Financial Group, LLC holds 5,182 shares of SPYV stock, worth $272,780. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,182
Previous 7,863 34.1%
Holding current value
$272,780
Previous $393,000 35.88%
% of portfolio
0.19%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$47.37 - $50.09 $126,998 - $134,291
-2,681 Reduced 34.1%
5,182 $252,000
Q1 2024

Apr 29, 2024
BUY
$45.88 - $50.1 $2,202 - $2,404
48 Added 0.61%
7,863 $393,000
Q4 2021

Apr 01, 2022
BUY
$39.14 - $42.04 $305,879 - $328,542
7,815 New
7,815 $328,000

Others Institutions Holding SPYV

# of Institutions
937
Shares Held
378M
Call Options Held
307K
Put Options Held
3.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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