Waldron Private Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024

A detailed history of Waldron Private Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Waldron Private Wealth LLC holds 17,693 shares of SPYV stock, worth $967,276. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,693
Previous 18,637 5.07%
Holding current value
$967,276
Previous $908,000 2.97%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 21, 2024
SELL
$48.51 - $52.86 $45,793 - $49,899
-944 Reduced 5.07%
17,693 $935,000
Q3 2020

Nov 13, 2020
BUY
$28.64 - $31.68 $145,548 - $160,997
5,082 Added 37.49%
18,637 $562,000
Q2 2020

Aug 11, 2020
BUY
$24.7 - $32.15 $334,808 - $435,793
13,555 New
13,555 $392,000

Others Institutions Holding SPYV

# of Institutions
1,009
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
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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