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 $46,782. This represents 0.0% of its overall portfolio holdings.

Number of Shares

872

Previous 605 44.13%

Holding current value

$46,782

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

1,008

Shares Held

406M

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

More about SPYV

Track This Portfolio

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.

Account

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