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

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

A detailed history of Merriman Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 124,307 shares of SPYV stock, worth $6.43 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

124,307

Previous 129,821 4.25%

Holding current value

$6.43 Million

Previous $6.33 Million 3.84%

% of portfolio

0.28%

Previous 0.29%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$48.51 - $52.86 $267,484 - $291,470	-5,514 Reduced 4.25%	124,307 $6.57 Million
Q2 2024 Aug 13, 2024	SELL	$47.37 - $50.09 $110,277 - $116,609	-2,328 Reduced 1.76%	129,821 $6.33 Million
Q1 2024 May 14, 2024	SELL	$45.88 - $50.1 $125,390 - $136,923	-2,733 Reduced 2.03%	132,149 $6.62 Million
Q4 2023 Feb 13, 2024	BUY	$39.63 - $46.73 $5.35 Million - $6.3 Million	134,882 New	134,882 $6.29 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

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