Jdm Financial Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Jdm Financial Group LLC

$137 Billion
Q1 2024

A detailed history of Jdm Financial Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Jdm Financial Group LLC holds 96,948 shares of SPYV stock, worth $4.72 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares

96,948

Previous 89,367 8.48%

Holding current value

$4.72 Million

Previous $4.17 Billion 16.56%

% of portfolio

3.54%

Previous 3.46%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$45.88 - $50.1 $347,816 - $379,808	7,581 Added 8.48%	96,948 $4.86 Billion
Q4 2023 Feb 02, 2024	SELL	$39.63 - $46.73 $36,182 - $42,664	-913 Reduced 1.01%	89,367 $4.17 Billion
Q3 2023 Nov 15, 2023	BUY	$41.15 - $44.69 $7,777 - $8,446	189 Added 0.21%	90,280 $3.72 Billion
Q2 2023 Aug 04, 2023	BUY	$40.17 - $43.27 $18,036 - $19,428	449 Added 0.5%	90,091 $3.89 Billion
Q1 2023 May 08, 2023	SELL	$38.68 - $42.77 $208,910 - $231,000	-5,401 Reduced 5.68%	89,642 $3.65 Billion

Q4 2022 Jan 10, 2023	BUY	$38.0 - $40.71 $3.61 Million - $3.87 Million	95,043 New	95,043 $3.7 Million

Others Institutions Holding SPYV

# of Institutions

887

Shares Held

371M

Call Options Held

246K

Put Options Held

10.2K

View Full List

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Jdm Financial Group LLC Spdr Portfolio S&P 500 Value E Transaction History