Robertson Stephens Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,563 shares of SPYV stock, worth $278,261. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,563
Previous 8,492 34.49%
Holding current value
$278,261
Previous $434,000 35.25%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 17, 2025
SELL
$49.78 - $53.19 $145,805 - $155,793
-2,929 Reduced 34.49%
5,563 $281,000
Q4 2024

Jan 27, 2025
SELL
$51.09 - $55.27 $633,005 - $684,795
-12,390 Reduced 59.33%
8,492 $434,000
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $1.01 Million - $1.1 Million
20,882 New
20,882 $1.1 Million

Others Institutions Holding SPYV

# of Institutions
1,110
Shares Held
452M
Call Options Held
259K
Put Options Held
30.3K
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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