A detailed history of Balanced Wealth Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Balanced Wealth Group LLC holds 739,267 shares of SPYV stock, worth $37.4 Million. This represents 18.21% of its overall portfolio holdings.

Number of Shares
739,267
Previous 802,804 7.91%
Holding current value
$37.4 Million
Previous $39 Billion 3.43%
% of portfolio
18.21%
Previous 17.51%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025

SELL
$49.78 - $53.19 $3.16 Million - $3.38 Million
-63,537 Reduced 7.91%
739,267 $37.7 Billion
Q4 2024

Feb 10, 2025

BUY
$51.09 - $55.27 $727,317 - $786,823
14,236 Added 1.81%
802,804 $39 Billion
Q3 2024

Oct 28, 2024

SELL
$48.51 - $52.86 $35.4 Million - $38.6 Million
-730,615 Reduced 48.09%
788,568 $38.4 Billion
Q2 2024

Aug 13, 2024

SELL
$47.37 - $50.09 $879,613 - $930,121
-18,569 Reduced 1.21%
1,519,183 $36.5 Billion
Q1 2024

May 13, 2024

BUY
$45.88 - $50.1 $41.1 Million - $44.9 Million
895,218 Added 139.33%
1,537,752 $38 Billion
Q4 2023

Feb 06, 2024

BUY
$39.63 - $46.73 $25.5 Million - $30 Million
642,534 New
642,534 $30 Billion

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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