Liberty Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Liberty Wealth Management LLC

  • $546 Million
  • Q2 2024

A detailed history of Liberty Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Liberty Wealth Management LLC holds 6,096 shares of SPYV stock, worth $324,612. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,096
Holding current value
$324,612
% of portfolio
0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$47.37 - $50.09 $288,767 - $305,348
6,096 New
6,096 $297,000
Q4 2023

Feb 08, 2024
BUY
$39.63 - $46.73 $167,159 - $197,107
4,218 New
4,218 $196,000
Q4 2021

Feb 15, 2022
SELL
$39.14 - $42.04 $73,465 - $78,909
-1,877 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$38.51 - $40.73 $346 - $366
9 Added 0.48%
1,877 $73,000
Q2 2021

Aug 13, 2021
SELL
$38.15 - $40.6 $2.75 Million - $2.92 Million
-71,990 Reduced 97.47%
1,868 $74,000
Q2 2021

Aug 13, 2021
BUY
$38.15 - $40.6 $2.81 Million - $2.99 Million
73,708 Added 49138.67%
73,858 $1.87 Million
Q4 2020

Feb 09, 2021
BUY
$29.5 - $34.42 $4,425 - $5,163
150 New
150 $5,000

Others Institutions Holding SPYV

# of Institutions
954
Shares Held
380M
Call Options Held
307K
Put Options Held
3.5K
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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