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

Tower Wealth Partners, Inc.

$191 Million
Q4 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 44,272 shares of SPYV stock, worth $2.26 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

44,272

Previous 45,207 2.07%

Holding current value

$2.26 Million

Previous $2.39 Million 5.23%

% of portfolio

1.19%

Previous 1.39%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$51.09 - $55.27 $47,769 - $51,677	-935 Reduced 2.07%	44,272 $2.26 Million
Q3 2024 Oct 28, 2024	BUY	$48.51 - $52.86 $30,221 - $32,931	623 Added 1.4%	45,207 $2.39 Million
Q2 2024 Aug 09, 2024	BUY	$47.37 - $50.09 $64,707 - $68,422	1,366 Added 3.16%	44,584 $2.17 Million
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	$34.79 - $40.71 $2,191 - $2,564	63 Added 0.14%	44,073 $1.71 Million
Q3 2022 Nov 14, 2022	SELL	$34.49 - $40.43 $13,382 - $15,686	-388 Reduced 0.87%	44,010 $1.69 Million
Q2 2022 Aug 15, 2022	BUY	$35.93 - $42.52 $753,847 - $892,112	20,981 Added 89.6%	44,398 $1.64 Million
Q1 2022 Apr 15, 2022	SELL	$39.54 - $42.64 $6,128 - $6,609	-155 Reduced 0.66%	23,417 $978,000
Q4 2021 Feb 11, 2022	SELL	$39.14 - $42.04 $4,344 - $4,666	-111 Reduced 0.47%	23,572 $990,000
Q3 2021 Nov 15, 2021	BUY	$38.51 - $40.73 $5,160 - $5,457	134 Added 0.57%	23,683 $924,000
Q2 2021 Aug 12, 2021	SELL	$38.15 - $40.6 $572 - $609	-15 Reduced 0.06%	23,549 $931,000
Q1 2021 May 17, 2021	BUY	$33.86 - $38.29 $797,877 - $902,265	23,564 New	23,564 $893,000

Others Institutions Holding SPYV

# of Institutions

1,085

Shares Held

438M

Call Options Held

316K

Put Options Held

4.7K

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