Root Financial Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Root Financial Partners, LLC holds 20,113 shares of SPYV stock, worth $1.06 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
20,113
Previous 13,646 47.39%
Holding current value
$1.06 Million
Previous $721 Million 42.59%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$51.09 - $55.27 $330,399 - $357,431
6,467 Added 47.39%
20,113 $1.03 Billion
Q3 2024

Oct 31, 2024
BUY
$48.51 - $52.86 $661,967 - $721,327
13,646 New
13,646 $721 Million

Others Institutions Holding SPYV

# of Institutions
1,014
Shares Held
410M
Call Options Held
356K
Put Options Held
41.6K
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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