A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 4,410 shares of SPYV stock, worth $228,834. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,410
Previous 4,778 7.7%
Holding current value
$228,834
Previous $232,000 0.43%
% of portfolio
0.13%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$48.51 - $52.86 $17,851 - $19,452
-368 Reduced 7.7%
4,410 $233,000
Q2 2024

Jul 19, 2024

SELL
$47.37 - $50.09 $2,984 - $3,155
-63 Reduced 1.3%
4,778 $232,000
Q1 2024

Apr 26, 2024

SELL
$45.88 - $50.1 $8,350 - $9,118
-182 Reduced 3.62%
4,841 $242,000
Q4 2023

Jan 19, 2024

SELL
$39.63 - $46.73 $5,706 - $6,729
-144 Reduced 2.79%
5,023 $234,000
Q3 2023

Oct 19, 2023

BUY
$41.15 - $44.69 $6,213 - $6,748
151 Added 3.01%
5,167 $213,000
Q2 2023

Jul 14, 2023

BUY
$40.17 - $43.27 $843 - $908
21 Added 0.42%
5,016 $216,000
Q1 2023

Apr 11, 2023

BUY
$38.68 - $42.77 $193,206 - $213,636
4,995 New
4,995 $203,000
Q1 2022

Apr 22, 2022

SELL
$39.54 - $42.64 $1.84 Million - $1.99 Million
-46,620 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$39.14 - $42.04 $1.82 Million - $1.96 Million
46,620 New
46,620 $1.96 Million

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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