Goal Vest Advisory LLC Spdr Portfolio S&P 500 Value E Transaction History

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Goal Vest Advisory LLC holds 5,918 shares of SPYV stock, worth $323,537. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,918
Previous 5,918 -0.0%
Holding current value
$323,537
Previous $288,000 8.33%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$45.88 - $50.1 $271,517 - $296,491
5,918 New
5,918 $296,000
Q3 2022

Oct 11, 2022
BUY
$34.49 - $40.43 $11,864 - $13,907
344 New
344 $12,000

Others Institutions Holding SPYV

# of Institutions
1,009
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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