Phoenix Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Phoenix Wealth Advisors

$229 Million
Q4 2024

A detailed history of Phoenix Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Phoenix Wealth Advisors holds 95,490 shares of SPYV stock, worth $5.02 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

95,490

Previous 83,527 14.32%

Holding current value

$5.02 Million

Previous $4.42 Million 10.6%

% of portfolio

2.13%

Previous 2.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$51.09 - $55.27 $611,189 - $661,195	11,963 Added 14.32%	95,490 $4.88 Million
Q3 2024 Nov 08, 2024	BUY	$48.51 - $52.86 $401,856 - $437,892	8,284 Added 11.01%	83,527 $4.42 Million
Q2 2024 Jul 17, 2024	BUY	$47.37 - $50.09 $476,257 - $503,604	10,054 Added 15.42%	75,243 $3.67 Million
Q1 2024 Apr 26, 2024	BUY	$45.88 - $50.1 $278,996 - $304,658	6,081 Added 10.29%	65,189 $3.27 Million
Q4 2023 Jan 30, 2024	BUY	$39.63 - $46.73 $870,552 - $1.03 Million	21,967 Added 59.14%	59,108 $2.76 Million
Q3 2023 Nov 06, 2023	BUY	$41.15 - $44.69 $321,299 - $348,939	7,808 Added 26.62%	37,141 $1.53 Million
Q2 2023 Jul 13, 2023	BUY	$40.17 - $43.27 $178,877 - $192,681	4,453 Added 17.9%	29,333 $1.27 Million
Q1 2023 May 05, 2023	BUY	$38.68 - $42.77 $115,343 - $127,540	2,982 Added 13.62%	24,880 $1.01 Million
Q4 2022 Feb 06, 2023	BUY	$34.79 - $40.71 $761,831 - $891,467	21,898 New	21,898 $851,000

Others Institutions Holding SPYV

# of Institutions

1,013

Shares Held

409M

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

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Phoenix Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History