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

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 12,978 shares of SPYV stock, worth $728,974. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,978
Previous 10,898 19.09%
Holding current value
$728,974
Previous $576,000 15.1%
% of portfolio
0.1%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$51.09 - $55.27 $106,267 - $114,961
2,080 Added 19.09%
12,978 $663,000
Q3 2024

Nov 07, 2024
BUY
$48.51 - $52.86 $51,323 - $55,925
1,058 Added 10.75%
10,898 $576,000
Q2 2024

Jul 30, 2024
BUY
$47.37 - $50.09 $34,343 - $36,315
725 Added 7.95%
9,840 $479,000
Q1 2024

May 08, 2024
BUY
$45.88 - $50.1 $74,738 - $81,612
1,629 Added 21.76%
9,115 $456,000
Q4 2023

Feb 08, 2024
SELL
$39.63 - $46.73 $41,690 - $49,159
-1,052 Reduced 12.32%
7,486 $349,000
Q3 2023

Nov 08, 2023
BUY
$41.15 - $44.69 $351,338 - $381,563
8,538 New
8,538 $352,000

Others Institutions Holding SPYV

# of Institutions
1,182
Shares Held
475M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email