Stone Point Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History

Stone Point Wealth LLC

  • $283 Million
  • Q1 2024

A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Stone Point Wealth LLC holds 199,098 shares of SPYV stock, worth $9.69 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
199,098
Previous 190,619 4.45%
Holding current value
$9.69 Million
Previous $8.89 Million 12.22%
% of portfolio
3.52%
Previous 3.46%

Shares

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

May 01, 2024
BUY
$45.88 - $50.1 $389,016 - $424,797
8,479 Added 4.45%
199,098 $9.97 Million
Q4 2023

Jan 26, 2024
BUY
$39.63 - $46.73 $215,072 - $253,603
5,427 Added 2.93%
190,619 $8.89 Million
Q3 2023

Oct 25, 2023
BUY
$41.15 - $44.69 $132,585 - $143,991
3,222 Added 1.77%
185,192 $7.64 Million
Q2 2023

Jul 25, 2023
BUY
$40.17 - $43.27 $142,804 - $153,824
3,555 Added 1.99%
181,970 $7.86 Million
Q1 2023

Apr 20, 2023
BUY
$38.68 - $42.77 $751,320 - $830,764
19,424 Added 12.22%
178,415 $7.27 Million
Q4 2022

Jan 20, 2023
BUY
$38.0 - $40.71 $1.57 Million - $1.68 Million
41,232 Added 35.01%
158,991 $0
Q3 2022

Nov 03, 2022
BUY
N/A
11,025 Added 10.33%
117,759 $4.06 Million
Q2 2022

Jul 19, 2022
BUY
N/A
22,203 Added 26.27%
106,734 $3.93 Million
Q1 2022

Apr 29, 2022
BUY
N/A
4,673 Added 5.85%
84,531 $3.54 Million
Q4 2021

Feb 10, 2022
BUY
N/A
79,858 New
79,858 $3.35 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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