Lbmc Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Lbmc Investment Advisors, LLC

$1.26 Billion
Q4 2024

A detailed history of Lbmc Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Lbmc Investment Advisors, LLC holds 13,367 shares of SPYV stock, worth $703,638. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,367

Previous 13,281 0.65%

Holding current value

$703,638

Previous $702,000 2.71%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$51.09 - $55.27 $4,393 - $4,753	86 Added 0.65%	13,367 $683,000
Q3 2024 Oct 08, 2024	BUY	$48.51 - $52.86 $3,250 - $3,541	67 Added 0.51%	13,281 $702,000
Q2 2024 Jul 11, 2024	SELL	$47.37 - $50.09 $92,892 - $98,226	-1,961 Reduced 12.92%	13,214 $644,000
Q1 2024 Apr 12, 2024	BUY	$45.88 - $50.1 $27,757 - $30,310	605 Added 4.15%	15,175 $760,000
Q4 2023 Jan 16, 2024	BUY	$39.63 - $46.73 $2,853 - $3,364	72 Added 0.5%	14,570 $679,000
Q3 2023 Oct 05, 2023	BUY	$41.15 - $44.69 $2,798 - $3,038	68 Added 0.47%	14,498 $598,000
Q2 2023 Jul 17, 2023	BUY	$40.17 - $43.27 $2,771 - $2,985	69 Added 0.48%	14,430 $623,000
Q1 2023 Apr 10, 2023	BUY	$38.68 - $42.77 $2,475 - $2,737	64 Added 0.45%	14,361 $584,000
Q4 2022 Jan 10, 2023	BUY	$34.79 - $40.71 $3,026 - $3,541	87 Added 0.61%	14,297 $0
Q3 2022 Oct 07, 2022	BUY	$34.49 - $40.43 $490,102 - $574,510	14,210 New	14,210 $490,000

Others Institutions Holding SPYV

# of Institutions

1,028

Shares Held

419M

Call Options Held

352K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Lbmc Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History