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

Foundations Investment Advisors, LLC

$3.58 Billion
Q1 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 24,864 shares of SPYV stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

24,864

Previous 22,423 10.89%

Holding current value

$1.21 Million

Previous $1.05 Million 19.14%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-7,282 Closed	0 $0
Q2 2021 Jul 14, 2021	BUY	N/A	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

884

Shares Held

371M

Call Options Held

246K

Put Options Held

10.2K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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