Goldstone Financial Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 198,961 shares of SPYV stock, worth $10.5 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

198,961

Previous 164,054 21.28%

Holding current value

$10.5 Million

Previous $8.67 Billion 17.33%

% of portfolio

1.59%

Previous 1.51%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$51.09 - $55.27 $1.78 Million - $1.93 Million	34,907 Added 21.28%	198,961 $10.2 Billion
Q3 2024 Oct 28, 2024	BUY	$48.51 - $52.86 $7.96 Million - $8.67 Million	164,054 New	164,054 $8.67 Billion
Q2 2024 Jan 15, 2025	SELL	$47.37 - $50.09 $2.64 Million - $2.79 Million	-55,663 Reduced 27.98%	143,298 $6.98 Billion
Q1 2024 Jan 15, 2025	BUY	$45.88 - $50.1 $1.15 Million - $1.26 Million	25,091 Added 24.3%	128,355 $6.43 Billion
Q4 2023 Jan 15, 2025	BUY	$39.63 - $46.73 $411,081 - $484,730	10,373 Added 11.17%	103,264 $4.82 Billion
Q3 2023 Jan 15, 2025	BUY	$41.15 - $44.69 $328,418 - $356,670	7,981 Added 9.4%	92,891 $3.83 Billion
Q2 2023 Jan 15, 2025	BUY	$40.17 - $43.27 $851,322 - $917,021	21,193 Added 33.26%	84,910 $3.67 Billion
Q1 2023 Jan 15, 2025	SELL	$38.68 - $42.77 $5.23 Million - $5.78 Million	-135,244 Reduced 67.98%	63,717 $2.59 Billion

Others Institutions Holding SPYV

# of Institutions

1,014

Shares Held

411M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Goldstone Financial Group, LLC Spdr Portfolio S&P 500 Value E Transaction History