Laurel Wealth Planning LLC Spdr Portfolio S&P 500 Value E Transaction History

Laurel Wealth Planning LLC

  • $151 Million
  • Q1 2024

A detailed history of Laurel Wealth Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 143,026 shares of SPYV stock, worth $6.96 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares
143,026
Previous 142,473 0.39%
Holding current value
$6.96 Million
Previous $6.64 Million 7.86%
% of portfolio
4.76%
Previous 4.7%

Shares

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

Apr 22, 2024
BUY
$45.88 - $50.1 $25,371 - $27,705
553 Added 0.39%
143,026 $7.17 Million
Q4 2023

Feb 09, 2024
BUY
$39.63 - $46.73 $374,265 - $441,318
9,444 Added 7.1%
142,473 $6.64 Million
Q3 2023

Oct 27, 2023
BUY
$41.15 - $44.69 $507,420 - $551,072
12,331 Added 10.22%
133,029 $5.49 Million
Q2 2023

Jul 19, 2023
BUY
$40.17 - $43.27 $4.85 Million - $5.22 Million
120,698 New
120,698 $5.21 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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