Founders Financial Alliance, LLC Spdr Portfolio S&P 500 Value E Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 27,000 shares of SPYV stock, worth $1.42 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

27,000

Previous 25,768 4.78%

Holding current value

$1.42 Million

Previous $1.26 Million 13.71%

% of portfolio

0.41%

Previous 0.38%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$48.51 - $52.86 $59,764 - $65,123	1,232 Added 4.78%	27,000 $1.43 Million
Q2 2024 Aug 23, 2024	SELL	$47.37 - $50.09 $233,723 - $247,144	-4,934 Reduced 16.07%	25,768 $1.26 Million
Q1 2024 May 14, 2024	BUY	$45.88 - $50.1 $786,796 - $859,164	17,149 Added 126.53%	30,702 $1.54 Million
Q4 2023 Feb 09, 2024	BUY	$39.63 - $46.73 $36,063 - $42,524	910 Added 7.2%	13,553 $631,000
Q3 2023 Nov 13, 2023	BUY	$41.15 - $44.69 $34,936 - $37,941	849 Added 7.2%	12,643 $521,000
Q2 2023 Aug 11, 2023	BUY	$40.17 - $43.27 $250,861 - $270,221	6,245 Added 112.54%	11,794 $509,000
Q1 2023 May 15, 2023	BUY	$38.68 - $42.77 $5,763 - $6,372	149 Added 2.76%	5,549 $225,000
Q4 2022 Feb 15, 2023	BUY	$34.79 - $40.71 $7,897 - $9,241	227 Added 4.39%	5,400 $210,000
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $172,932 - $202,716	5,014 Added 3153.46%	5,173 $178,000
Q2 2022 Aug 15, 2022	BUY	$35.93 - $42.52 $5,712 - $6,760	159 New	159 $6,000

Others Institutions Holding SPYV

# of Institutions

1,028

Shares Held

419M

Call Options Held

352K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Spdr Portfolio S&P 500 Value E Transaction History