Schechter Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Schechter Investment Advisors, LLC

$945 Million
Q4 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 11,716 shares of SPYV stock, worth $571,740. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,716

Previous 10,033 16.77%

Holding current value

$571,740

Previous $530,000 13.02%

% of portfolio

0.06%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$51.09 - $55.27 $85,984 - $93,019	1,683 Added 16.77%	11,716 $599,000
Q3 2024 Nov 12, 2024	BUY	$48.51 - $52.86 $194 - $211	4 Added 0.04%	10,033 $530,000
Q2 2024 Aug 12, 2024	BUY	$47.37 - $50.09 $189 - $200	4 Added 0.04%	10,029 $488,000
Q1 2024 May 06, 2024	SELL	$45.88 - $50.1 $14,498 - $15,831	-316 Reduced 3.06%	10,025 $502,000
Q4 2023 Jan 17, 2024	BUY	$39.63 - $46.73 $12,959 - $15,280	327 Added 3.27%	10,341 $482,000
Q3 2023 Nov 06, 2023	BUY	$41.15 - $44.69 $412,076 - $447,525	10,014 New	10,014 $413,000

Others Institutions Holding SPYV

# of Institutions

1,088

Shares Held

443M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Schechter Investment Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History