Juncture Wealth Strategies, LLC Spdr Portfolio S&P 500 Value E Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 204,761 shares of SPYV stock, worth $9.96 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares
204,761
Previous 206,307 0.75%
Holding current value
$9.96 Million
Previous $9.62 Million 6.63%
% of portfolio
4.41%
Previous 4.39%

Shares

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

Apr 05, 2024
SELL
$45.88 - $50.1 $70,930 - $77,454
-1,546 Reduced 0.75%
204,761 $10.3 Million
Q4 2023

Jan 08, 2024
SELL
$39.63 - $46.73 $594 - $700
-15 Reduced 0.01%
206,307 $9.62 Million
Q3 2023

Oct 10, 2023
SELL
$41.15 - $44.69 $225,831 - $245,258
-5,488 Reduced 2.59%
206,322 $8.51 Million
Q2 2023

Jul 11, 2023
SELL
$40.17 - $43.27 $510,681 - $550,091
-12,713 Reduced 5.66%
211,810 $9.15 Million
Q1 2023

May 05, 2023
SELL
$38.68 - $42.77 $343,671 - $380,011
-8,885 Reduced 3.81%
224,523 $9.14 Million
Q4 2022

Jan 18, 2023
SELL
$38.0 - $40.71 $362,064 - $387,884
-9,528 Reduced 3.92%
233,408 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-31,499 Reduced 11.48%
242,936 $8.38 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-3,902 Reduced 1.4%
274,435 $10.1 Million
Q1 2022

Jul 14, 2022
SELL
N/A
-3,005 Reduced 1.07%
278,337 $11.6 Million
Q4 2021

Jan 19, 2022
BUY
N/A
3,018 Added 1.08%
281,342 $11.8 Million
Q3 2021

Oct 15, 2021
BUY
N/A
24,836 Added 9.8%
278,324 $10.9 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-4,341 Reduced 1.68%
253,488 $10.3 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-68,333 Reduced 20.95%
257,829 $9.82 Million
Q4 2020

Jan 25, 2021
BUY
N/A
5,953 Added 1.86%
326,162 $11.2 Million
Q3 2020

Oct 15, 2020
BUY
N/A
12,266 Added 3.98%
320,209 $9.67 Million
Q2 2020

Jul 28, 2020
BUY
N/A
109,251 Added 54.99%
307,943 $8.92 Million
Q1 2020

Apr 21, 2020
BUY
N/A
23,500 Added 13.41%
198,692 $5.13 Million
Q4 2019

Feb 03, 2020
BUY
N/A
5,634 Added 3.32%
175,192 $6.12 Million
Q3 2019

Oct 10, 2019
BUY
N/A
37,237 Added 28.14%
169,558 $5.42 Million
Q2 2019

Jul 16, 2019
BUY
N/A
132,321 New
132,321 $4.14 Million

Others Institutions Holding SPYV

# of Institutions
887
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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