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

Founders Financial Alliance, LLC

$356 Million
Q4 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 29,119 shares of SPYV stock, worth $1.47 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

29,119

Previous 27,000 7.85%

Holding current value

$1.47 Million

Previous $1.43 Million 4.34%

% of portfolio

0.42%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$51.09 - $55.27 $108,259 - $117,117	2,119 Added 7.85%	29,119 $1.49 Million
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

1,085

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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