Jfs Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 2,805 shares of SPYV stock, worth $146,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,805

Previous 2,796 0.32%

Holding current value

$146,168

Previous $147,000 2.72%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$51.09 - $55.27 $459 - $497	9 Added 0.32%	2,805 $143,000
Q3 2024 Oct 25, 2024	BUY	$48.51 - $52.86 $339 - $370	7 Added 0.25%	2,796 $147,000
Q2 2024 Jul 15, 2024	BUY	$47.37 - $50.09 $378 - $400	8 Added 0.29%	2,789 $135,000
Q1 2024 Apr 30, 2024	BUY	$45.88 - $50.1 $9,955 - $10,871	217 Added 8.46%	2,781 $139,000
Q4 2023 Feb 07, 2024	BUY	$39.63 - $46.73 $237 - $280	6 Added 0.23%	2,564 $119,000
Q4 2022 Feb 13, 2023	SELL	$34.79 - $40.71 $41,748 - $48,852	-1,200 Reduced 31.93%	2,558 $99,000
Q3 2022 Oct 21, 2022	BUY	$34.49 - $40.43 $1,241 - $1,455	36 Added 0.97%	3,758 $130,000
Q1 2022 May 02, 2022	BUY	$39.54 - $42.64 $130,482 - $140,712	3,300 Added 781.99%	3,722 $155,000
Q3 2021 Nov 09, 2021	BUY	$38.51 - $40.73 $16,251 - $17,188	422 New	422 $16,000

Others Institutions Holding SPYV

# of Institutions

1,030

Shares Held

420M

Call Options Held

352K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History