Personal Wealth Partners Spdr Portfolio S&P 500 Value E Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$35.93 - $42.52 $14.3 Million - $17 Million	-398,931 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$39.54 - $42.64 $1.52 Million - $1.64 Million	38,435 Added 10.66%	398,931 $16.7 Million
Q4 2021 Feb 14, 2022	SELL	$39.14 - $42.04 $187,206 - $201,077	-4,783 Reduced 1.31%	360,496 $15.1 Million
Q3 2021 Oct 20, 2021	BUY	$38.51 - $40.73 $1.71 Million - $1.81 Million	44,366 Added 13.82%	365,279 $14.2 Million
Q2 2021 Jul 23, 2021	BUY	$38.15 - $40.6 $650,304 - $692,067	17,046 Added 5.61%	320,913 $12.7 Million
Q1 2021 Apr 20, 2021	BUY	$33.86 - $38.29 $2.7 Million - $3.05 Million	79,613 Added 35.5%	303,867 $11.5 Million
Q4 2020 Feb 08, 2021	BUY	$29.5 - $34.42 $591,711 - $690,396	20,058 Added 9.82%	224,254 $7.71 Million
Q3 2020 Nov 02, 2020	BUY	$28.64 - $31.68 $1.54 Million - $1.7 Million	53,639 Added 35.63%	204,196 $6.17 Million
Q2 2020 Aug 06, 2020	BUY	$24.7 - $32.15 $3.72 Million - $4.84 Million	150,557 New	150,557 $4.36 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

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