Tower Wealth Partners, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Tower Wealth Partners, Inc.

$154 Million
Q1 2024

A detailed history of Tower Wealth Partners, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Tower Wealth Partners, Inc. holds 43,218 shares of SPYV stock, worth $2.1 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

43,218

Previous 41,440 4.29%

Holding current value

$2.1 Million

Previous $1.93 Million 12.06%

% of portfolio

1.41%

Previous 1.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$45.88 - $50.1 $81,574 - $89,077	1,778 Added 4.29%	43,218 $2.17 Million
Q4 2023 Jan 22, 2024	SELL	$39.63 - $46.73 $81,796 - $96,450	-2,064 Reduced 4.74%	41,440 $1.93 Million
Q3 2023 Oct 25, 2023	BUY	$41.15 - $44.69 $4,979 - $5,407	121 Added 0.28%	43,504 $1.79 Million
Q2 2023 Jul 31, 2023	SELL	$40.17 - $43.27 $21,892 - $23,582	-545 Reduced 1.24%	43,383 $1.87 Million
Q1 2023 May 04, 2023	SELL	$38.68 - $42.77 $5,608 - $6,201	-145 Reduced 0.33%	43,928 $1.79 Million

Q4 2022 Jan 31, 2023	BUY	$38.0 - $40.71 $2,394 - $2,564	63 Added 0.14%	44,073 $1.71 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-388 Reduced 0.87%	44,010 $1.69 Million
Q2 2022 Aug 15, 2022	BUY	N/A	20,981 Added 89.6%	44,398 $1.64 Million
Q1 2022 Apr 15, 2022	SELL	N/A	-155 Reduced 0.66%	23,417 $978,000
Q4 2021 Feb 11, 2022	SELL	N/A	-111 Reduced 0.47%	23,572 $990,000
Q3 2021 Nov 15, 2021	BUY	N/A	134 Added 0.57%	23,683 $924,000
Q2 2021 Aug 12, 2021	SELL	N/A	-15 Reduced 0.06%	23,549 $931,000
Q1 2021 May 17, 2021	BUY	N/A	23,564 New	23,564 $893,000

Others Institutions Holding SPYV

# of Institutions

889

Shares Held

372M

Call Options Held

246K

Put Options Held

10.2K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Tower Wealth Partners, Inc. Spdr Portfolio S&P 500 Value E Transaction History