Heritage Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Heritage Wealth Advisors holds 2,200 shares of SPYV stock, worth $121,132. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,200
Previous 2,200 -0.0%
Holding current value
$121,132
Previous $107,000 8.41%
% of portfolio
0.01%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$47.37 - $50.09 $88,013 - $93,067
1,858 Added 543.27%
2,200 $107,000
Q1 2024

May 08, 2024
SELL
$45.88 - $50.1 $85,245 - $93,085
-1,858 Reduced 84.45%
342 $17,000
Q2 2022

Aug 04, 2022
BUY
$35.93 - $42.52 $79,046 - $93,544
2,200 New
2,200 $81,000

Others Institutions Holding SPYV

# of Institutions
1,011
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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