A detailed history of Strategic Financial Partners, Ltd. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 220,388 shares of SPYV stock, worth $11.4 Million. This represents 5.97% of its overall portfolio holdings.

Number of Shares
220,388
Previous 165,821 32.91%
Holding current value
$11.4 Million
Previous $8.08 Million 44.14%
% of portfolio
5.97%
Previous 4.47%

Shares

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

Oct 28, 2024

BUY
$48.51 - $52.86 $2.65 Million - $2.88 Million
54,567 Added 32.91%
220,388 $11.6 Million
Q2 2024

Jul 24, 2024

SELL
$47.37 - $50.09 $244,429 - $258,464
-5,160 Reduced 3.02%
165,821 $8.08 Million
Q1 2024

Jul 10, 2024

BUY
$45.88 - $50.1 $1.33 Million - $1.45 Million
28,903 Added 20.34%
170,981 $8.57 Million
Q4 2023

Jul 10, 2024

SELL
$39.63 - $46.73 $4.89 Million - $5.76 Million
-123,275 Reduced 46.46%
142,078 $6.63 Million
Q3 2023

Jul 10, 2024

SELL
$41.15 - $44.69 $5.93 Million - $6.44 Million
-144,065 Reduced 35.19%
265,353 $10.9 Million
Q2 2023

Jul 10, 2024

BUY
$40.17 - $43.27 $636,855 - $686,002
15,854 Added 4.03%
409,418 $17.7 Million
Q1 2023

Jul 10, 2024

BUY
$38.68 - $42.77 $4,022 - $4,448
104 Added 0.03%
393,564 $16 Million
Q4 2022

Jul 10, 2024

SELL
$34.79 - $40.71 $1.46 Million - $1.71 Million
-42,010 Reduced 9.65%
393,460 $15.3 Million
Q3 2022

Jul 10, 2024

SELL
$34.49 - $40.43 $2.45 Million - $2.88 Million
-71,173 Reduced 14.05%
435,470 $15 Million
Q2 2022

Jul 10, 2024

BUY
$35.93 - $42.52 $9.03 Million - $10.7 Million
251,298 Added 98.42%
506,643 $18.7 Million
Q1 2022

Jul 10, 2024

SELL
$39.54 - $42.64 $19,493 - $21,021
-493 Reduced 0.19%
255,345 $10.7 Million
Q4 2021

Jul 09, 2024

SELL
$39.14 - $42.04 $4.57 Million - $4.91 Million
-116,811 Reduced 31.35%
255,838 $10.7 Million
Q3 2021

Jul 09, 2024

BUY
$38.51 - $40.73 $470,168 - $497,272
12,209 Added 3.39%
372,649 $14.5 Million
Q2 2021

Jul 09, 2024

BUY
$38.15 - $40.6 $1.14 Million - $1.21 Million
29,800 Added 9.01%
360,440 $14.3 Million
Q1 2021

Jul 09, 2024

BUY
$33.86 - $38.29 $1.7 Million - $1.92 Million
50,121 Added 17.87%
330,640 $12.5 Million
Q4 2020

Jul 09, 2024

BUY
$29.5 - $34.42 $4.39 Million - $5.12 Million
148,822 Added 113.0%
280,519 $9.65 Million
Q3 2020

Jul 09, 2024

BUY
$28.64 - $31.68 $136,498 - $150,986
4,766 Added 3.75%
131,697 $3.98 Million
Q2 2020

Jul 09, 2024

SELL
$24.7 - $32.15 $587,810 - $765,105
-23,798 Reduced 15.79%
126,931 $3.68 Million
Q1 2020

Jul 09, 2024

SELL
$22.11 - $35.37 $1.28 Million - $2.05 Million
-57,822 Reduced 27.73%
150,729 $3.9 Million
Q4 2019

Jul 08, 2024

BUY
$30.96 - $35.07 $6.46 Million - $7.31 Million
208,551 New
208,551 $7.28 Million

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


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