Foundations Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 113,815 shares of SPYV stock, worth $5.91 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
113,815
Previous 31,877 257.04%
Holding current value
$5.91 Million
Previous $1.55 Million 287.38%
% of portfolio
0.13%
Previous 0.04%

Shares

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

Oct 21, 2024
BUY
$48.51 - $52.86 $3.97 Million - $4.33 Million
81,938 Added 257.04%
113,815 $6.02 Million
Q2 2024

Aug 02, 2024
BUY
$47.37 - $50.09 $332,205 - $351,281
7,013 Added 28.21%
31,877 $1.55 Million
Q1 2024

May 13, 2024
BUY
$45.88 - $50.1 $111,993 - $122,294
2,441 Added 10.89%
24,864 $1.25 Million
Q4 2023

Feb 08, 2024
SELL
$39.63 - $46.73 $240,791 - $283,931
-6,076 Reduced 21.32%
22,423 $1.05 Million
Q3 2023

Oct 05, 2023
SELL
$41.15 - $44.69 $20,821 - $22,613
-506 Reduced 1.74%
28,499 $1.18 Million
Q2 2023

Jul 19, 2023
SELL
$40.17 - $43.27 $1.65 Million - $1.78 Million
-41,080 Reduced 58.61%
29,005 $1.25 Million
Q1 2023

Apr 25, 2023
BUY
$38.68 - $42.77 $2.71 Million - $3 Million
70,085 New
70,085 $2.85 Million
Q3 2021

Oct 13, 2021
SELL
$38.51 - $40.73 $280,429 - $296,595
-7,282 Closed
0 $0
Q2 2021

Jul 14, 2021
BUY
$38.15 - $40.6 $277,808 - $295,649
7,282 New
7,282 $290,000
Q3 2018

Nov 09, 2018
SELL
N/A
-10,492 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
10,492 New
10,492 $311,000

Others Institutions Holding SPYV

# of Institutions
1,012
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
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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