Sfg Wealth Management, Llc. Spdr Portfolio S&P 500 Value E Transaction History

Sfg Wealth Management, Llc.

  • $163 Million
  • Q1 2024

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 4,841 shares of SPYV stock, worth $235,514. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,841
Previous 5,023 3.62%
Holding current value
$235,514
Previous $234,000 3.42%
% of portfolio
0.15%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-46,620 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
46,620 New
46,620 $1.96 Million

Others Institutions Holding SPYV

# of Institutions
887
Shares Held
371M
Call Options Held
246K
Put Options Held
10.2K
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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