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

Partnership Wealth Management, LLC

  • $135 Billion
  • Q2 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 219,046 shares of SPYV stock, worth $11.3 Million. This represents 7.88% of its overall portfolio holdings.

Number of Shares
219,046
Previous 96,827 126.22%
Holding current value
$11.3 Million
Previous $4.85 Billion 120.08%
% of portfolio
7.88%
Previous 3.4%

Shares

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

Jul 03, 2024
BUY
$47.37 - $50.09 $5.79 Million - $6.12 Million
122,219 Added 126.22%
219,046 $10.7 Billion
Q1 2024

Apr 10, 2024
BUY
$45.88 - $50.1 $34,042 - $37,174
742 Added 0.77%
96,827 $4.85 Billion
Q4 2023

Feb 07, 2024
BUY
$39.63 - $46.73 $3.81 Million - $4.49 Million
96,085 New
96,085 $4.49 Billion

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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