Wealthspire Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 28,610 shares of SPYV stock, worth $1.48 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

28,610

Previous 26,002 10.03%

Holding current value

$1.48 Million

Previous $1.27 Million 19.34%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$48.51 - $52.86 $126,514 - $137,858	2,608 Added 10.03%	28,610 $1.51 Million
Q2 2024 Aug 08, 2024	BUY	$47.37 - $50.09 $46,612 - $49,288	984 Added 3.93%	26,002 $1.27 Million
Q1 2024 May 06, 2024	BUY	$45.88 - $50.1 $17,480 - $19,088	381 Added 1.55%	25,018 $1.25 Million
Q4 2023 Feb 06, 2024	BUY	$39.63 - $46.73 $618,029 - $728,754	15,595 Added 172.47%	24,637 $1.15 Million
Q3 2023 Nov 06, 2023	SELL	$41.15 - $44.69 $1.01 Million - $1.09 Million	-24,434 Reduced 72.99%	9,042 $373,000
Q2 2023 Jul 31, 2023	BUY	$40.17 - $43.27 $1.34 Million - $1.45 Million	33,476 New	33,476 $1.45 Million

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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Wealthspire Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History