Wealth Plan Investment Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 5,897 shares of SPYV stock, worth $311,479. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,897
Previous 5,680 3.82%
Holding current value
$311,479
Previous $300,000 0.33%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$51.09 - $55.27 $11,086 - $11,993
217 Added 3.82%
5,897 $301,000
Q3 2024

Nov 05, 2024
BUY
$48.51 - $52.86 $275,536 - $300,244
5,680 New
5,680 $300,000
Q3 2023

Nov 09, 2023
BUY
$41.15 - $44.69 $597,662 - $649,077
14,524 New
14,524 $599,000
Q4 2022

Feb 15, 2023
SELL
$34.79 - $40.71 $330,609 - $386,867
-9,503 Reduced 39.54%
14,529 $565,000
Q3 2022

Dec 12, 2022
BUY
$34.49 - $40.43 $44,216 - $51,831
1,282 Added 5.64%
24,032 $951,000
Q1 2022

Sep 07, 2022
BUY
$39.54 - $42.64 $899,535 - $970,060
22,750 New
22,750 $903,000

Others Institutions Holding SPYV

# of Institutions
1,014
Shares Held
410M
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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