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 10,379 shares of SPYV stock, worth $522,686. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,379
Previous 10,485 1.01%
Holding current value
$522,686
Previous $525,000 3.81%
% of portfolio
0.14%
Previous 0.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$38.0 - $40.71 $11,932 - $12,782
-314 Reduced 2.76%
11,070 $430,000
Q3 2022

Oct 26, 2022

BUY
N/A
1,500 Added 15.18%
11,384 $393,000
Q2 2022

Aug 03, 2022

SELL
N/A
-250 Reduced 2.47%
9,884 $364,000
Q1 2022

May 11, 2022

BUY
N/A
4,050 Added 66.57%
10,134 $423,000
Q4 2021

Feb 09, 2022

BUY
N/A
200 Added 3.4%
6,084 $256,000
Q2 2021

Aug 12, 2021

BUY
N/A
200 Added 3.52%
5,884 $2.33 Million
Q1 2021

May 12, 2021

BUY
N/A
5,684 New
5,684 $215,000
Q3 2020

Nov 16, 2020

SELL
N/A
-1,970 Closed
0 $0
Q2 2020

Aug 20, 2020

BUY
N/A
1,970 New
1,970 $202,000
Q1 2020

Apr 28, 2020

SELL
N/A
-6,984 Closed
0 $0
Q3 2019

Oct 31, 2019

BUY
N/A
6,984 New
6,984 $223,000

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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