Investments & Financial Planning, LLC Spdr Portfolio S&P 500 Value E Transaction History

Investments & Financial Planning, LLC

  • $162 Million
  • Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 11,222 shares of SPYV stock, worth $590,950. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,222
Previous 10,872 3.22%
Holding current value
$590,950
Previous $574,000 0.17%
% of portfolio
0.35%
Previous 0.36%

Shares

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

Jan 27, 2025
BUY
$51.09 - $55.27 $17,881 - $19,344
350 Added 3.22%
11,222 $573,000
Q3 2024

Oct 15, 2024
SELL
$48.51 - $52.86 $7,664 - $8,351
-158 Reduced 1.43%
10,872 $574,000
Q2 2024

Jul 18, 2024
SELL
$47.37 - $50.09 $2,131 - $2,254
-45 Reduced 0.41%
11,030 $537,000
Q1 2024

May 03, 2024
SELL
$45.88 - $50.1 $1,101 - $1,202
-24 Reduced 0.22%
11,075 $554,000
Q4 2023

Jan 18, 2024
SELL
$39.63 - $46.73 $37,688 - $44,440
-951 Reduced 7.89%
11,099 $517,000
Q3 2023

Oct 18, 2023
BUY
$41.15 - $44.69 $493 - $536
12 Added 0.1%
12,050 $497,000
Q2 2023

Jul 18, 2023
BUY
$40.17 - $43.27 $482 - $519
12 Added 0.1%
12,038 $520,000
Q1 2023

May 02, 2023
BUY
$38.68 - $42.77 $16,709 - $18,476
432 Added 3.73%
12,026 $489,000
Q4 2022

Feb 28, 2023
BUY
$34.79 - $40.71 $85,270 - $99,780
2,451 Added 26.81%
11,594 $450,000
Q2 2022

Aug 11, 2022
BUY
$35.93 - $42.52 $70,889 - $83,891
1,973 Added 27.52%
9,143 $337,000
Q1 2022

May 09, 2022
BUY
$39.54 - $42.64 $553 - $596
14 Added 0.2%
7,170 $299,000
Q4 2021

Feb 11, 2022
BUY
$39.14 - $42.04 $280,085 - $300,838
7,156 New
7,156 $298,000

Others Institutions Holding SPYV

# of Institutions
1,074
Shares Held
437M
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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