Sanchez Wealth Management Group Spdr Portfolio S&P 500 Value E Transaction History

Sanchez Wealth Management Group

$347 Million
Q4 2024

A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 40,026 shares of SPYV stock, worth $2.11 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

40,026

Previous 9,509 320.93%

Holding current value

$2.11 Million

Previous $502,000 307.57%

% of portfolio

0.59%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$51.09 - $55.27 $1.56 Million - $1.69 Million	30,517 Added 320.93%	40,026 $2.05 Million
Q3 2024 Nov 05, 2024	SELL	$48.51 - $52.86 $5,675 - $6,184	-117 Reduced 1.22%	9,509 $502,000
Q2 2024 Jul 17, 2024	SELL	$47.37 - $50.09 $53,764 - $56,852	-1,135 Reduced 10.55%	9,626 $469,000
Q1 2024 May 07, 2024	SELL	$45.88 - $50.1 $22.4 Million - $24.5 Million	-488,488 Reduced 97.84%	10,761 $539,000
Q4 2023 Jan 16, 2024	SELL	$39.63 - $46.73 $434,741 - $512,628	-10,970 Reduced 2.15%	499,249 $23.3 Million
Q3 2023 Oct 27, 2023	BUY	$41.15 - $44.69 $391,048 - $424,689	9,503 Added 1.9%	510,219 $21.1 Million
Q2 2023 Aug 01, 2023	BUY	$40.17 - $43.27 $389,046 - $419,069	9,685 Added 1.97%	500,716 $21.6 Million
Q1 2023 May 04, 2023	SELL	$38.68 - $42.77 $55,544 - $61,417	-1,436 Reduced 0.29%	491,031 $20 Million
Q4 2022 Feb 08, 2023	BUY	$34.79 - $40.71 $23,657 - $27,682	680 Added 0.14%	492,467 $19.2 Million
Q3 2022 Oct 13, 2022	SELL	$34.49 - $40.43 $1.15 Million - $1.35 Million	-33,452 Reduced 6.37%	491,787 $17 Million
Q2 2022 Jul 13, 2022	BUY	$35.93 - $42.52 $215,651 - $255,205	6,002 Added 1.16%	525,239 $19.3 Million
Q1 2022 Apr 19, 2022	BUY	$39.54 - $42.64 $333,915 - $360,094	8,445 Added 1.65%	519,237 $21.7 Million
Q4 2021 Feb 14, 2022	SELL	$39.14 - $42.04 $28,611 - $30,731	-731 Reduced 0.14%	510,792 $21.5 Million
Q3 2021 Oct 19, 2021	BUY	$38.51 - $40.73 $449,681 - $475,604	11,677 Added 2.34%	511,523 $19.9 Million
Q2 2021 Aug 09, 2021	BUY	$38.15 - $40.6 $5.81 Million - $6.18 Million	152,253 Added 43.8%	499,846 $19.8 Million
Q1 2021 Apr 29, 2021	BUY	$33.86 - $38.29 $324,344 - $366,779	9,579 Added 2.83%	347,593 $13.2 Million
Q4 2020 Feb 01, 2021	BUY	$29.5 - $34.42 $9.97 Million - $11.6 Million	338,014 New	338,014 $11.6 Million

Others Institutions Holding SPYV

# of Institutions

1,015

Shares Held

410M

Call Options Held

352K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Sanchez Wealth Management Group Spdr Portfolio S&P 500 Value E Transaction History