Visionary Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Visionary Wealth Advisors

$1.47 Billion
Q2 2024

A detailed history of Visionary Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Visionary Wealth Advisors holds 53,518 shares of SPYV stock, worth $2.85 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

53,518

Previous 50,652 5.66%

Holding current value

$2.85 Million

Previous $2.54 Million 2.8%

% of portfolio

0.18%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$47.37 - $50.09 $135,762 - $143,557	2,866 Added 5.66%	53,518 $2.61 Million
Q1 2024 May 15, 2024	BUY	$45.88 - $50.1 $361,993 - $395,289	7,890 Added 18.45%	50,652 $2.54 Million
Q4 2023 Feb 14, 2024	BUY	$39.63 - $46.73 $784,119 - $924,599	19,786 Added 86.12%	42,762 $1.99 Million
Q3 2023 Nov 13, 2023	SELL	$41.15 - $44.69 $16,130 - $17,518	-392 Reduced 1.68%	22,976 $947,000
Q2 2023 Aug 11, 2023	SELL	$40.17 - $43.27 $41,214 - $44,395	-1,026 Reduced 4.21%	23,368 $1.01 Million
Q1 2023 May 15, 2023	SELL	$38.68 - $42.77 $91,284 - $100,937	-2,360 Reduced 8.82%	24,394 $993,000
Q4 2022 Feb 13, 2023	SELL	$34.79 - $40.71 $816,764 - $955,748	-23,477 Reduced 46.74%	26,754 $1.04 Million
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $40,905 - $47,949	1,186 Added 2.42%	50,231 $1.73 Million
Q2 2022 Aug 12, 2022	BUY	$35.93 - $42.52 $182,344 - $215,789	5,075 Added 11.54%	49,045 $1.81 Million
Q1 2022 May 12, 2022	SELL	$39.54 - $42.64 $400,461 - $431,857	-10,128 Reduced 18.72%	43,970 $1.84 Million
Q4 2021 Feb 14, 2022	BUY	$39.14 - $42.04 $28,219 - $30,310	721 Added 1.35%	54,098 $2.27 Million
Q3 2021 Nov 12, 2021	SELL	$38.51 - $40.73 $9,704 - $10,263	-252 Reduced 0.47%	53,377 $2.08 Million
Q2 2021 Aug 13, 2021	BUY	$38.15 - $40.6 $367,155 - $390,734	9,624 Added 21.87%	53,629 $2.12 Million
Q1 2021 May 18, 2021	SELL	$33.86 - $38.29 $310,462 - $351,081	-9,169 Reduced 17.24%	44,005 $1.67 Million
Q4 2020 Feb 16, 2021	BUY	$29.5 - $34.42 $199,154 - $232,369	6,751 Added 14.54%	53,174 $1.83 Million
Q3 2020 Nov 16, 2020	BUY	$28.64 - $31.68 $520,417 - $575,657	18,171 Added 64.32%	46,423 $1.4 Million
Q2 2020 Aug 14, 2020	BUY	$24.7 - $32.15 $104,159 - $135,576	4,217 Added 17.55%	28,252 $819,000
Q1 2020 May 15, 2020	BUY	$22.11 - $35.37 $531,413 - $850,117	24,035 New	24,035 $621,000

Others Institutions Holding SPYV

# of Institutions

954

Shares Held

380M

Call Options Held

307K

Put Options Held

3.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Visionary Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History