Wealthsource Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$35.93 - $42.52 $60,182 - $71,221	-1,675 Reduced 19.99%	6,705 $247,000
Q4 2021 Feb 14, 2022	SELL	$39.14 - $42.04 $28,572 - $30,689	-730 Reduced 8.01%	8,380 $352,000
Q3 2021 Nov 18, 2021	BUY	$38.51 - $40.73 $350,826 - $371,050	9,110 New	9,110 $355,000
Q3 2019 Nov 15, 2019	SELL	$31.79 - $32.44 $220,749 - $225,263	-6,944 Closed	0 $0
Q2 2019 Aug 09, 2019	SELL	N/A	-5,182 Reduced 42.73%	6,944 $217,000
Q1 2019 May 16, 2019	SELL	N/A	-806 Reduced 6.23%	12,126 $367,000
Q4 2018 Feb 06, 2019	SELL	N/A	-17,989 Reduced 58.18%	12,932 $351,000
Q3 2018 Nov 13, 2018	SELL	N/A	-947 Reduced 2.97%	30,921 $962,000
Q2 2018 Aug 14, 2018	SELL	N/A	-13,702 Reduced 30.07%	31,868 $944,000
Q1 2018 Apr 16, 2018	BUY	N/A	45,570 New	45,570 $1.34 Million

Others Institutions Holding SPYV

# of Institutions

1,011

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

About SPDR PORTFOLIO S&P 500 VALUE E

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