Financial Insights, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Financial Insights, Inc.

$255 Million
Q4 2024

A detailed history of Financial Insights, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Financial Insights, Inc. holds 14,622 shares of SPYV stock, worth $746,160. This represents 0.29% of its overall portfolio holdings.

Number of Shares

14,622

Previous 14,493 0.89%

Holding current value

$746,160

Previous $766,000 2.48%

% of portfolio

0.29%

Previous 0.25%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	BUY	$51.09 - $55.27 $6,590 - $7,129	129 Added 0.89%	14,622 $747,000
Q3 2024 Oct 22, 2024	BUY	$48.51 - $52.86 $199,570 - $217,466	4,114 Added 39.64%	14,493 $766,000
Q2 2024 Jul 16, 2024	SELL	$47.37 - $50.09 $5,021 - $5,309	-106 Reduced 1.01%	10,379 $505,000
Q1 2024 Apr 25, 2024	SELL	$45.88 - $50.1 $9,405 - $10,270	-205 Reduced 1.92%	10,485 $525,000
Q4 2023 Jan 24, 2024	SELL	$39.63 - $46.73 $7,133 - $8,411	-180 Reduced 1.66%	10,690 $498,000
Q3 2023 Dec 06, 2023	SELL	$41.15 - $44.69 $7,407 - $8,044	-180 Reduced 1.66%	10,690 $441,000
Q2 2023 Jan 24, 2024	BUY	$40.17 - $43.27 $7,230 - $7,788	180 Added 1.68%	10,870 $469,000
Q1 2023 Apr 17, 2023	SELL	$38.68 - $42.77 $7,736 - $8,554	-200 Reduced 1.81%	10,870 $442,000
Q4 2022 Feb 09, 2023	SELL	$34.79 - $40.71 $10,924 - $12,782	-314 Reduced 2.76%	11,070 $430,000
Q3 2022 Oct 26, 2022	BUY	$34.49 - $40.43 $51,735 - $60,645	1,500 Added 15.18%	11,384 $393,000
Q2 2022 Aug 03, 2022	SELL	$35.93 - $42.52 $8,982 - $10,630	-250 Reduced 2.47%	9,884 $364,000
Q1 2022 May 11, 2022	BUY	$39.54 - $42.64 $160,137 - $172,692	4,050 Added 66.57%	10,134 $423,000
Q4 2021 Feb 09, 2022	BUY	$39.14 - $42.04 $7,828 - $8,408	200 Added 3.4%	6,084 $256,000
Q2 2021 Aug 12, 2021	BUY	$38.15 - $40.6 $7,630 - $8,120	200 Added 3.52%	5,884 $2.33 Million
Q1 2021 May 12, 2021	BUY	$33.86 - $38.29 $192,460 - $217,640	5,684 New	5,684 $215,000
Q3 2020 Nov 16, 2020	SELL	$28.64 - $31.68 $56,420 - $62,409	-1,970 Closed	0 $0
Q2 2020 Aug 20, 2020	BUY	$24.7 - $32.15 $48,659 - $63,335	1,970 New	1,970 $202,000
Q1 2020 Apr 28, 2020	SELL	$22.11 - $35.37 $154,416 - $247,024	-6,984 Closed	0 $0
Q3 2019 Oct 31, 2019	BUY	$31.79 - $32.44 $222,021 - $226,560	6,984 New	6,984 $223,000

Others Institutions Holding SPYV

# of Institutions

1,085

Shares Held

438M

Call Options Held

316K

Put Options Held

4.7K

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About SPDR PORTFOLIO S&P 500 VALUE E

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Financial Insights, Inc. Spdr Portfolio S&P 500 Value E Transaction History