Accel Wealth Management Spdr Portfolio S&P 500 Value E Transaction History

Accel Wealth Management

$268 Million
Q1 2025

A detailed history of Accel Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Accel Wealth Management holds 5,475 shares of SPYV stock, worth $260,281. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,475

Previous 6,650 17.67%

Holding current value

$260,281

Previous $340,000 18.53%

% of portfolio

0.1%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$49.78 - $53.19 $58,491 - $62,498	-1,175 Reduced 17.67%	5,475 $277,000
Q4 2024 Jan 21, 2025	BUY	$51.09 - $55.27 $1,379 - $1,492	27 Added 0.41%	6,650 $340,000
Q3 2024 Oct 15, 2024	SELL	$48.51 - $52.86 $19,792 - $21,566	-408 Reduced 5.8%	6,623 $350,000
Q2 2024 Jul 12, 2024	BUY	$47.37 - $50.09 $1,373 - $1,452	29 Added 0.41%	7,031 $342,000
Q1 2024 Apr 19, 2024	BUY	$45.88 - $50.1 $38,309 - $41,833	835 Added 13.54%	7,002 $350,000
Q4 2023 Jan 18, 2024	BUY	$39.63 - $46.73 $244,398 - $288,183	6,167 New	6,167 $287,000
Q1 2023 Apr 20, 2023	BUY	$38.68 - $42.77 $580 - $641	15 Added 0.35%	4,333 $176,000
Q4 2022 Jan 26, 2023	BUY	$34.79 - $40.71 $765 - $895	22 Added 0.51%	4,318 $0
Q3 2022 Oct 12, 2022	BUY	$34.49 - $40.43 $172 - $202	5 Added 0.12%	4,296 $157,000
Q2 2022 Aug 03, 2022	BUY	$35.93 - $42.52 $179 - $212	5 Added 0.12%	4,291 $159,000
Q1 2022 Apr 29, 2022	BUY	$39.54 - $42.64 $15,776 - $17,013	399 Added 10.26%	4,286 $180,000
Q4 2021 Jan 18, 2022	BUY	$39.14 - $42.04 $17,965 - $19,296	459 Added 13.39%	3,887 $163,000
Q3 2021 Nov 04, 2021	SELL	$38.51 - $40.73 $17,329 - $18,328	-450 Reduced 11.6%	3,428 $134,000
Q2 2021 Aug 03, 2021	BUY	$38.15 - $40.6 $152 - $162	4 Added 0.1%	3,878 $153,000
Q1 2021 May 10, 2021	BUY	$33.86 - $38.29 $203 - $229	6 Added 0.16%	3,874 $147,000
Q4 2020 Jan 27, 2021	BUY	$29.5 - $34.42 $114,106 - $133,136	3,868 New	3,868 $133,000

Others Institutions Holding SPYV

# of Institutions

1,091

Shares Held

442M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Account

Accel Wealth Management Spdr Portfolio S&P 500 Value E Transaction History