A detailed history of Wealth Management Resources, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 28,692 shares of SPYV stock, worth $1.49 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
28,692
Previous 27,557 4.12%
Holding current value
$1.49 Million
Previous $1.34 Million 12.88%
% of portfolio
0.61%
Previous 0.58%

Shares

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

Oct 31, 2024

BUY
$48.51 - $52.86 $55,058 - $59,996
1,135 Added 4.12%
28,692 $1.52 Million
Q2 2024

Jul 17, 2024

BUY
$47.37 - $50.09 $52,675 - $55,700
1,112 Added 4.2%
27,557 $1.34 Million
Q1 2024

Apr 19, 2024

BUY
$45.88 - $50.1 $161,864 - $176,752
3,528 Added 15.39%
26,445 $1.32 Million
Q4 2023

Jan 19, 2024

BUY
$39.63 - $46.73 $445,560 - $525,385
11,243 Added 96.31%
22,917 $1.07 Million
Q3 2023

Oct 24, 2023

BUY
$41.15 - $44.69 $781 - $849
19 Added 0.16%
11,674 $481,000
Q2 2023

Jul 11, 2023

BUY
$40.17 - $43.27 $5,382 - $5,798
134 Added 1.16%
11,655 $503,000
Q1 2023

Apr 10, 2023

SELL
$38.68 - $42.77 $39,376 - $43,539
-1,018 Reduced 8.12%
11,521 $469,000
Q4 2022

Jan 17, 2023

BUY
$34.79 - $40.71 $37,990 - $44,455
1,092 Added 9.54%
12,539 $0
Q3 2022

Oct 13, 2022

SELL
$34.49 - $40.43 $28,178 - $33,031
-817 Reduced 6.66%
11,447 $394,000
Q2 2022

Jul 22, 2022

SELL
$35.93 - $42.52 $171,996 - $203,543
-4,787 Reduced 28.07%
12,264 $452,000
Q1 2022

Apr 20, 2022

SELL
$39.54 - $42.64 $18,939 - $20,424
-479 Reduced 2.73%
17,051 $712,000
Q4 2021

Feb 10, 2022

BUY
$39.14 - $42.04 $686,124 - $736,961
17,530 New
17,530 $736,000

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.