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

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marcum Wealth, LLC holds 82,525 shares of SPYV stock, worth $4.27 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
82,525
Previous 86,420 4.51%
Holding current value
$4.27 Million
Previous $4.33 Million 7.09%
% of portfolio
0.41%
Previous 0.44%

Shares

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

Jul 02, 2024
SELL
$47.37 - $50.09 $184,506 - $195,100
-3,895 Reduced 4.51%
82,525 $4.02 Million
Q1 2024

Apr 10, 2024
SELL
$45.88 - $50.1 $241,787 - $264,027
-5,270 Reduced 5.75%
86,420 $4.33 Million
Q4 2023

Jan 10, 2024
SELL
$39.63 - $46.73 $59,286 - $69,908
-1,496 Reduced 1.61%
91,690 $4.28 Million
Q3 2023

Oct 10, 2023
SELL
$41.15 - $44.69 $243,731 - $264,698
-5,923 Reduced 5.98%
93,186 $3.84 Million
Q2 2023

Jul 13, 2023
BUY
$40.17 - $43.27 $13,537 - $14,581
337 Added 0.34%
99,109 $4.28 Million
Q1 2023

Apr 19, 2023
SELL
$38.68 - $42.77 $906,620 - $1 Million
-23,439 Reduced 19.18%
98,772 $4.02 Million
Q4 2022

Jan 12, 2023
BUY
$38.0 - $40.71 $116,964 - $125,305
3,078 Added 2.58%
122,211 $0
Q3 2022

Oct 11, 2022
BUY
N/A
476 Added 0.4%
119,133 $4.11 Million
Q2 2022

Jul 14, 2022
BUY
N/A
119 Added 0.1%
118,657 $4.37 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-12,432 Reduced 9.49%
118,538 $4.95 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-215 Reduced 0.16%
130,970 $5.5 Million
Q3 2021

Nov 08, 2021
SELL
N/A
-1,093 Reduced 0.83%
131,185 $5.12 Million
Q2 2021

Aug 10, 2021
BUY
N/A
17,979 Added 15.73%
132,278 $5.23 Million
Q1 2021

May 11, 2021
SELL
N/A
-3,149 Reduced 2.68%
114,299 $4.33 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-18,969 Reduced 13.91%
117,448 $4.04 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-13,794 Reduced 9.18%
136,417 $4.12 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-386,399 Reduced 72.01%
150,211 $4.35 Million
Q1 2020

May 14, 2020
BUY
N/A
65,277 Added 13.85%
536,610 $13.9 Million
Q4 2019

Feb 13, 2020
BUY
N/A
471,333 New
471,333 $16.5 Million

Others Institutions Holding SPYV

# of Institutions
939
Shares Held
378M
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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