Wealth Management Resources, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Wealth Management Resources, Inc.

$271 Million
Q4 2024

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 28,697 shares of SPYV stock, worth $1.37 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

28,697

Previous 28,692 0.02%

Holding current value

$1.37 Million

Previous $1.52 Million 3.23%

% of portfolio

0.54%

Previous 0.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$51.09 - $55.27 $255 - $276	5 Added 0.02%	28,697 $1.47 Million
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

# of Institutions

1,090

Shares Held

443M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Wealth Management Resources, Inc. Spdr Portfolio S&P 500 Value E Transaction History