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

Soltis Investment Advisors LLC

  • $889 Million
  • Q1 2024

A detailed history of Soltis Investment Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 8,145 shares of SPYV stock, worth $396,661. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,145
Previous 8,145 -0.0%
Holding current value
$396,661
Previous $408,000 -0.0%
% of portfolio
0.05%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$45.88 - $50.1 $11,102 - $12,124
-242 Reduced 2.89%
8,145 $408,000
Q4 2023

Jan 26, 2024
SELL
$39.63 - $46.73 $12,126 - $14,299
-306 Reduced 3.52%
8,387 $391,000
Q3 2023

Nov 08, 2023
SELL
$41.15 - $44.69 $10,699 - $11,619
-260 Reduced 2.9%
8,693 $358,000
Q2 2023

Aug 08, 2023
SELL
$40.17 - $43.27 $22,816 - $24,577
-568 Reduced 5.97%
8,953 $386,000
Q1 2023

May 03, 2023
SELL
$38.68 - $42.77 $31,872 - $35,242
-824 Reduced 7.97%
9,521 $387,000
Q4 2022

Feb 09, 2023
BUY
$38.0 - $40.71 $20,368 - $21,820
536 Added 5.46%
10,345 $402,000
Q3 2022

Nov 14, 2022
SELL
N/A
-107 Reduced 1.08%
9,809 $338,000
Q2 2022

Aug 11, 2022
BUY
N/A
117 Added 1.19%
9,916 $365,000
Q1 2022

May 06, 2022
BUY
N/A
1,025 Added 11.68%
9,799 $409,000
Q4 2021

Feb 09, 2022
BUY
N/A
264 Added 3.1%
8,774 $369,000
Q3 2021

Nov 09, 2021
BUY
N/A
333 Added 4.07%
8,510 $332,000
Q2 2021

Aug 04, 2021
BUY
N/A
171 Added 2.14%
8,177 $323,000
Q1 2021

May 11, 2021
BUY
N/A
8,006 New
8,006 $303,000

Others Institutions Holding SPYV

# of Institutions
891
Shares Held
372M
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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