A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 6,781 shares of SPYV stock, worth $363,800. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,781
Previous 7,076 4.17%
Holding current value
$363,800
Previous $344,000 4.07%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$48.51 - $52.86 $14,310 - $15,593
-295 Reduced 4.17%
6,781 $358,000
Q2 2024

Aug 09, 2024

SELL
$47.37 - $50.09 $22,832 - $24,143
-482 Reduced 6.38%
7,076 $344,000
Q1 2024

Apr 19, 2024

SELL
$45.88 - $50.1 $17,617 - $19,238
-384 Reduced 4.84%
7,558 $378,000
Q3 2023

Oct 25, 2023

SELL
$41.15 - $44.69 $81,065 - $88,039
-1,970 Reduced 19.87%
7,942 $327,000
Q2 2023

Aug 08, 2023

SELL
$40.17 - $43.27 $32,055 - $34,529
-798 Reduced 7.45%
9,912 $428,000
Q1 2023

Apr 26, 2023

SELL
$38.68 - $42.77 $11,294 - $12,488
-292 Reduced 2.65%
10,710 $436,000
Q4 2022

Feb 02, 2023

SELL
$34.79 - $40.71 $27,344 - $31,998
-786 Reduced 6.67%
11,002 $427,000
Q3 2022

Oct 13, 2022

SELL
$34.49 - $40.43 $42,284 - $49,567
-1,226 Reduced 9.42%
11,788 $407,000
Q2 2022

Jul 22, 2022

BUY
$35.93 - $42.52 $467,593 - $553,355
13,014 New
13,014 $479,000
Q1 2020

Apr 10, 2020

SELL
$22.11 - $35.37 $171,153 - $273,799
-7,741 Closed
0 $0
Q4 2019

Jan 13, 2020

BUY
$30.96 - $35.07 $239,661 - $271,476
7,741 New
7,741 $270,000

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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