Harvest Group Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Harvest Group Wealth Management, LLC

  • $154 Million
  • Q1 2023

A detailed history of Harvest Group Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 335,368 shares of SPYV stock, worth $17.7 Million. This represents 8.89% of its overall portfolio holdings.

Number of Shares
335,368
Previous 334,412 0.29%
Holding current value
$17.7 Million
Previous $13 Million 5.01%
% of portfolio
8.89%
Previous 8.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 28, 2023
BUY
$38.68 - $42.77 $36,978 - $40,888
956 Added 0.29%
335,368 $13.7 Million
Q4 2022

Jan 27, 2023
SELL
$34.79 - $40.71 $112,963 - $132,185
-3,247 Reduced 0.96%
334,412 $13 Million
Q3 2022

Nov 08, 2022
BUY
$34.49 - $40.43 $310,685 - $364,193
9,008 Added 2.74%
337,659 $12.3 Million
Q2 2022

Aug 04, 2022
SELL
$35.93 - $42.52 $609,803 - $721,649
-16,972 Reduced 4.91%
328,651 $12.7 Million
Q1 2022

Apr 21, 2022
BUY
$39.54 - $42.64 $13.7 Million - $14.7 Million
345,623 New
345,623 $14.4 Million

Others Institutions Holding SPYV

# of Institutions
1,014
Shares Held
410M
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
Track This Portfolio

Track Harvest Group Wealth Management, LLC Portfolio

Follow Harvest Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harvest Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Harvest Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email