Plante Moran Financial Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 872 shares of SPYV stock, worth $45,056. This represents 0.0% of its overall portfolio holdings.

Number of Shares

872

Previous 605 44.13%

Holding current value

$45,056

Previous $29,000 58.62%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$48.51 - $52.86 $12,952 - $14,113	267 Added 44.13%	872 $46,000
Q2 2024 Aug 12, 2024	SELL	$47.37 - $50.09 $4,452 - $4,708	-94 Reduced 13.45%	605 $29,000
Q1 2024 May 09, 2024	BUY	$45.88 - $50.1 $4,312 - $4,709	94 Added 15.54%	699 $35,000
Q4 2023 Feb 05, 2024	BUY	$39.63 - $46.73 $23,976 - $28,271	605 New	605 $28,000
Q3 2022 Nov 02, 2022	SELL	$34.49 - $40.43 $8,898 - $10,430	-258 Reduced 37.39%	432 $15,000
Q2 2022 Aug 02, 2022	SELL	$35.93 - $42.52 $8,623 - $10,204	-240 Reduced 25.81%	690 $25,000
Q1 2021 May 13, 2021	BUY	$33.86 - $38.29 $31,489 - $35,609	930 New	930 $35,000

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

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Plante Moran Financial Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History