Reston Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Reston Wealth Management LLC

  • $246 Million
  • Q1 2024

A detailed history of Reston Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Reston Wealth Management LLC holds 252,954 shares of SPYV stock, worth $12.3 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares
252,954
Previous 262,736 3.72%
Holding current value
$12.3 Million
Previous $12.3 Million 3.44%
% of portfolio
5.15%
Previous 5.61%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$45.88 - $50.1 $448,798 - $490,078
-9,782 Reduced 3.72%
252,954 $12.7 Million
Q4 2023

Jan 24, 2024
BUY
$39.63 - $46.73 $833,379 - $982,685
21,029 Added 8.7%
262,736 $12.3 Million
Q3 2023

Oct 20, 2023
BUY
$41.15 - $44.69 $128,223 - $139,254
3,116 Added 1.31%
241,707 $9.97 Million
Q2 2023

Aug 07, 2023
SELL
$40.17 - $43.27 $64,111 - $69,058
-1,596 Reduced 0.66%
238,591 $10.3 Million
Q1 2023

May 08, 2023
SELL
$38.68 - $42.77 $153,714 - $169,967
-3,974 Reduced 1.63%
240,187 $9.78 Million
Q4 2022

Feb 14, 2023
SELL
$38.0 - $40.71 $26 Million - $27.8 Million
-683,297 Reduced 73.67%
244,161 $9.5 Million
Q3 2022

Nov 14, 2022
BUY
N/A
11,910 Added 1.3%
927,458 $32 Million
Q2 2022

Jul 28, 2022
BUY
N/A
15,322 Added 1.7%
915,548 $33.7 Million
Q1 2022

May 04, 2022
SELL
N/A
-7,076 Reduced 0.78%
900,226 $37.6 Million
Q4 2021

Feb 09, 2022
BUY
N/A
266 Added 0.03%
907,302 $38.1 Million
Q3 2021

Oct 19, 2021
SELL
N/A
-6,984 Reduced 0.76%
907,036 $35.4 Million
Q2 2021

Aug 05, 2021
BUY
N/A
15,281 Added 1.7%
914,020 $36.1 Million
Q1 2021

May 10, 2021
BUY
N/A
6,560 Added 0.74%
898,739 $34.1 Million
Q4 2020

Feb 10, 2021
BUY
N/A
15,080 Added 1.72%
892,179 $30.7 Million
Q3 2020

Oct 14, 2020
BUY
N/A
34,953 Added 4.15%
877,099 $26.5 Million
Q2 2020

Jul 14, 2020
BUY
N/A
68,480 Added 8.85%
842,146 $24.4 Million
Q1 2020

Apr 14, 2020
BUY
N/A
773,666 New
773,666 $20 Million

Others Institutions Holding SPYV

# of Institutions
891
Shares Held
372M
Call Options Held
246K
Put Options Held
10.2K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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