Higgins & Schmidt Wealth Strategies LLC Spdr Portfolio S&P 500 Value E Transaction History

Higgins & Schmidt Wealth Strategies LLC

  • $160 Billion
  • Q4 2024

A detailed history of Higgins & Schmidt Wealth Strategies LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Higgins & Schmidt Wealth Strategies LLC holds 483,639 shares of SPYV stock, worth $24.5 Million. This represents 15.42% of its overall portfolio holdings.

Number of Shares
483,639
Previous 250,519 93.05%
Holding current value
$24.5 Million
Previous $13.2 Billion 86.77%
% of portfolio
15.42%
Previous 8.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 25, 2025
BUY
$51.09 - $55.27 $11.9 Million - $12.9 Million
233,120 Added 93.05%
483,639 $24.7 Billion
Q3 2024

Mar 25, 2025
BUY
$48.51 - $52.86 $545,252 - $594,146
11,240 Added 4.7%
250,519 $13.2 Billion
Q2 2024

Mar 25, 2025
BUY
$47.37 - $50.09 $286,825 - $303,294
6,055 Added 2.6%
239,279 $11.7 Billion
Q1 2024

Mar 25, 2025
BUY
$45.88 - $50.1 $412,140 - $450,048
8,983 Added 4.01%
233,224 $11.7 Billion
Q4 2023

Mar 25, 2025
BUY
$39.63 - $46.73 $8.89 Million - $10.5 Million
224,241 New
224,241 $10.5 Billion

Others Institutions Holding SPYV

# of Institutions
1,088
Shares Held
438M
Call Options Held
316K
Put Options Held
4.7K
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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