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

Plante Moran Financial Advisors, LLC

  • $997 Million
  • Q2 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 605 shares of SPYV stock, worth $32,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares
605
Previous 699 13.45%
Holding current value
$32,216
Previous $35,000 17.14%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
954
Shares Held
380M
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
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email