Gen Wealth Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Gen Wealth Group, Inc.

$448 Million
Q1 2025

A detailed history of Gen Wealth Group, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Gen Wealth Group, Inc. holds 189,650 shares of SPYV stock, worth $9.61 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

189,650

Previous 184,960 2.54%

Holding current value

$9.61 Million

Previous $9.46 Million 1.51%

% of portfolio

2.14%

Previous 2.17%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$49.78 - $53.19 $233,468 - $249,461	4,690 Added 2.54%	189,650 $9.6 Million
Q4 2024 Jan 15, 2025	BUY	$51.09 - $55.27 $247,173 - $267,396	4,838 Added 2.69%	184,960 $9.46 Million
Q3 2024 Oct 11, 2024	BUY	$48.51 - $52.86 $127,290 - $138,704	2,624 Added 1.48%	180,122 $9.52 Million
Q2 2024 Jul 17, 2024	BUY	$47.37 - $50.09 $212,501 - $224,703	4,486 Added 2.59%	177,498 $8.65 Million
Q1 2024 Apr 11, 2024	BUY	$45.88 - $50.1 $256,973 - $280,610	5,601 Added 3.35%	173,012 $8.67 Million
Q4 2023 Jan 11, 2024	BUY	$39.63 - $46.73 $385,481 - $454,542	9,727 Added 6.17%	167,411 $7.81 Million
Q3 2023 Nov 13, 2023	BUY	$41.15 - $44.69 $105,755 - $114,853	2,570 Added 1.66%	157,684 $6.51 Million
Q2 2023 Jul 13, 2023	BUY	$40.17 - $43.27 $396,759 - $427,377	9,877 Added 6.8%	155,114 $6.7 Million
Q1 2023 Apr 11, 2023	SELL	$38.68 - $42.77 $25,606 - $28,313	-662 Reduced 0.45%	145,237 $5.91 Million
Q4 2022 Jan 19, 2023	SELL	$34.79 - $40.71 $154,780 - $181,118	-4,449 Reduced 2.96%	145,899 $0
Q3 2022 Oct 14, 2022	SELL	$34.49 - $40.43 $42,284 - $49,567	-1,226 Reduced 0.81%	150,348 $5.19 Million
Q2 2022 Jul 28, 2022	BUY	$35.93 - $42.52 $16,779 - $19,856	467 Added 0.31%	151,574 $5.58 Million
Q1 2022 May 05, 2022	BUY	$39.54 - $42.64 $914,797 - $986,519	23,136 Added 18.08%	151,107 $6.31 Million
Q4 2021 Feb 10, 2022	BUY	$39.14 - $42.04 $23,405 - $25,139	598 Added 0.47%	127,971 $5.37 Million
Q3 2021 Oct 19, 2021	BUY	$38.51 - $40.73 $314,780 - $332,927	8,174 Added 6.86%	127,373 $4.97 Million
Q2 2021 Jul 26, 2021	SELL	$38.15 - $40.6 $31,473 - $33,495	-825 Reduced 0.69%	119,199 $4.71 Million
Q1 2021 Apr 26, 2021	BUY	$33.86 - $38.29 $1.66 Million - $1.88 Million	49,037 Added 69.08%	120,024 $4.55 Million
Q4 2020 Jan 14, 2021	BUY	$29.5 - $34.42 $55,637 - $64,916	1,886 Added 2.73%	70,987 $2.44 Million
Q3 2020 Oct 19, 2020	BUY	$28.64 - $31.68 $623,034 - $689,166	21,754 Added 45.95%	69,101 $2.14 Million
Q2 2020 Jul 16, 2020	BUY	$24.7 - $32.15 $335,845 - $437,143	13,597 Added 40.29%	47,347 $1.37 Million
Q1 2020 Apr 20, 2020	SELL	$22.11 - $35.37 $2.83 Million - $4.52 Million	-127,864 Reduced 79.12%	33,750 $872,000
Q4 2019 Jan 14, 2020	BUY	$30.96 - $35.07 $1.45 Million - $1.64 Million	46,780 Added 40.74%	161,614 $5.64 Million
Q3 2019 Oct 07, 2019	BUY	$31.79 - $32.44 $3.04 Million - $3.1 Million	95,634 Added 498.09%	114,834 $3.67 Million
Q2 2019 Jul 10, 2019	BUY	N/A	19,200 New	19,200 $605,000

Others Institutions Holding SPYV

# of Institutions

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

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 Gen Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Group, Inc. with notifications on news.

Account

Gen Wealth Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History