Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,307 shares of SPYV stock, worth $392,020. This represents 0.42% of its overall portfolio holdings.

Number of Shares

7,307

Previous 7,269 0.52%

Holding current value

$392,020

Previous $354,000 9.04%

% of portfolio

0.42%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$48.51 - $52.86 $1,843 - $2,008	38 Added 0.52%	7,307 $386,000
Q2 2024 Aug 14, 2024	BUY	$47.37 - $50.09 $1,989 - $2,103	42 Added 0.58%	7,269 $354,000
Q1 2024 Aug 14, 2024	SELL	$45.88 - $50.1 $3,119 - $3,406	-68 Reduced 0.93%	7,227 $362,000
Q4 2023 Feb 14, 2024	BUY	$39.63 - $46.73 $289,100 - $340,895	7,295 New	7,295 $340,000

Others Institutions Holding SPYV

# of Institutions

1,008

Shares Held

406M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History