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

Partnership Wealth Management, LLC

  • $142 Billion
  • Q3 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 122,331 shares of SPYV stock, worth $6.33 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares
122,331
Previous 219,046 44.15%
Holding current value
$6.33 Million
Previous $10.7 Billion 39.43%
% of portfolio
4.57%
Previous 7.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$48.51 - $52.86 $4.69 Million - $5.11 Million
-96,715 Reduced 44.15%
122,331 $6.47 Billion
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
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

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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