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

Rkl Wealth Management LLC

  • $1.06 Billion
  • Q1 2025

A detailed history of Rkl Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Rkl Wealth Management LLC holds 16,041 shares of SPYV stock, worth $789,698. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,041
Previous 13,490 18.91%
Holding current value
$789,698
Previous $689,000 18.87%
% of portfolio
0.08%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$49.78 - $53.19 $126,988 - $135,687
2,551 Added 18.91%
16,041 $819,000
Q4 2024

Feb 06, 2025
BUY
$51.09 - $55.27 $461,393 - $499,143
9,031 Added 202.53%
13,490 $689,000
Q3 2024

Nov 01, 2024
BUY
$48.51 - $52.86 $216,306 - $235,702
4,459 New
4,459 $235,000

Others Institutions Holding SPYV

# of Institutions
1,094
Shares Held
457M
Call Options Held
316K
Put Options Held
4.7K
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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