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 $662,267. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,978
Previous 10,898 19.09%
Holding current value
$662,267
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
1,085
Shares Held
438M
Call Options Held
316K
Put Options Held
4.7K
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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