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

Horizon Wealth Management, LLC

  • $381 Million
  • Q1 2024

A detailed history of Horizon Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 425,462 shares of SPYV stock, worth $20.7 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
425,462
Previous 355,739 19.6%
Holding current value
$20.7 Million
Previous $16.6 Million 28.5%
% of portfolio
5.6%
Previous 4.61%

Shares

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

Apr 18, 2024
BUY
$45.88 - $50.1 $3.2 Million - $3.49 Million
69,723 Added 19.6%
425,462 $21.3 Million
Q4 2023

Jan 22, 2024
BUY
$39.63 - $46.73 $14.1 Million - $16.6 Million
355,739 New
355,739 $16.6 Million

Others Institutions Holding SPYV

# of Institutions
884
Shares Held
371M
Call Options Held
246K
Put Options Held
10.2K
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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