A detailed history of Vision Point Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 5,104 shares of SPYV stock, worth $273,829. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,104
Previous 1,771 188.2%
Holding current value
$273,829
Previous $86,000 212.79%
% of portfolio
0.1%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$48.51 - $52.86 $161,683 - $176,182
3,333 Added 188.2%
5,104 $269,000
Q2 2024

Aug 01, 2024

BUY
$47.37 - $50.09 $83,892 - $88,709
1,771 New
1,771 $86,000
Q4 2023

Feb 07, 2024

SELL
$39.63 - $46.73 $423,367 - $499,216
-10,683 Reduced 98.11%
206 $9,000
Q3 2023

Dec 06, 2023

BUY
$41.15 - $44.69 $439,605 - $477,423
10,683 Added 5185.92%
10,889 $449,000
Q2 2023

Aug 21, 2023

BUY
$40.17 - $43.27 $8,275 - $8,913
206 New
206 $8,000

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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