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

Laurel Wealth Planning LLC

$153 Million
Q3 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 135,852 shares of SPYV stock, worth $7.29 Million. This represents 4.69% of its overall portfolio holdings.

Number of Shares

135,852

Previous 144,189 5.78%

Holding current value

$7.29 Million

Previous $7.03 Million 2.18%

% of portfolio

4.69%

Previous 4.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$48.51 - $52.86 $404,427 - $440,693	-8,337 Reduced 5.78%	135,852 $7.18 Million
Q2 2024 Jul 25, 2024	BUY	$47.37 - $50.09 $55,091 - $58,254	1,163 Added 0.81%	144,189 $7.03 Million
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

1,008

Shares Held

406M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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