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

Jdm Financial Group LLC

$184 Billion
Q3 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 63,316 shares of SPYV stock, worth $3.28 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

63,316

Previous 98,804 35.92%

Holding current value

$3.28 Million

Previous $4.82 Billion 30.5%

% of portfolio

1.82%

Previous 3.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 15, 2024	SELL	$48.51 - $52.86 $1.72 Million - $1.88 Million	-35,488 Reduced 35.92%	63,316 $3.35 Billion
Q2 2024 Aug 13, 2024	BUY	$47.37 - $50.09 $87,918 - $92,967	1,856 Added 1.91%	98,804 $4.82 Billion
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	$34.79 - $40.71 $3.31 Million - $3.87 Million	95,043 New	95,043 $3.7 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

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