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

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

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 42,990 shares of SPYV stock, worth $2.29 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

42,990

Previous 11,716 266.93%

Holding current value

$2.29 Million

Previous $599,000 266.44%

% of portfolio

0.26%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$49.78 - $53.19 $1.56 Million - $1.66 Million	31,274 Added 266.93%	42,990 $2.2 Million
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

1,127

Shares Held

438M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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