Quotient Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Quotient Wealth Partners, LLC

$3.13 Trillion
Q1 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 4,219,443 shares of SPYV stock, worth $208 Million. This represents 6.88% of its overall portfolio holdings.

Number of Shares

4,219,443

Previous 3,245,646 30.0%

Holding current value

$208 Million

Previous $166 Billion 29.83%

% of portfolio

6.88%

Previous 5.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$49.78 - $53.19 $48.5 Million - $51.8 Million	973,797 Added 30.0%	4,219,443 $215 Billion
Q4 2024 Jan 28, 2025	BUY	$51.09 - $55.27 $2.06 Million - $2.23 Million	40,403 Added 1.26%	3,245,646 $166 Billion
Q3 2024 Oct 09, 2024	BUY	$48.51 - $52.86 $3.05 Million - $3.33 Million	62,939 Added 2.0%	3,205,243 $169 Billion
Q2 2024 Jul 24, 2024	BUY	$47.37 - $50.09 $9.95 Million - $10.5 Million	210,059 Added 7.16%	3,142,304 $153 Billion
Q1 2024 May 14, 2024	BUY	$45.88 - $50.1 $26.3 Million - $28.7 Million	573,471 Added 24.31%	2,932,245 $147 Billion
Q4 2023 Feb 07, 2024	BUY	$39.63 - $46.73 $93.5 Million - $110 Million	2,358,774 New	2,358,774 $110 Billion

Others Institutions Holding SPYV

# of Institutions

1,093

Shares Held

456M

Call Options Held

316K

Put Options Held

4.7K

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 Quotient Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Account

Quotient Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History