Wallace Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wallace Advisory Group, LLC

$137 Billion
Q3 2024

A detailed history of Wallace Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 13,481 shares of SPYV stock, worth $710,853. This represents 0.48% of its overall portfolio holdings.

Number of Shares

13,481

Previous 13,481 -0.0%

Holding current value

$710,853

Previous $657 Million -0.0%

% of portfolio

0.48%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$47.37 - $50.09 $140,404 - $148,466	2,964 Added 28.18%	13,481 $657 Million
Q1 2024 Apr 12, 2024	SELL	$45.88 - $50.1 $46,751 - $51,051	-1,019 Reduced 8.83%	10,517 $490 Million
Q4 2023 Jan 08, 2024	SELL	$39.63 - $46.73 $2,694 - $3,177	-68 Reduced 0.59%	11,536 $476 Million
Q3 2023 Oct 05, 2023	SELL	$41.15 - $44.69 $11,192 - $12,155	-272 Reduced 2.29%	11,604 $501 Million
Q1 2023 May 10, 2023	BUY	$38.68 - $42.77 $1,585 - $1,753	41 Added 0.35%	11,876 $484 Million
Q4 2022 Feb 21, 2023	BUY	$34.79 - $40.71 $411,739 - $481,802	11,835 New	11,835 $460 Million

Others Institutions Holding SPYV

# of Institutions

939

Shares Held

378M

Call Options Held

307K

Put Options Held

3.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Wallace Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History