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

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 6,351 shares of SPYV stock, worth $334,062. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,351

Previous 6,288 1.0%

Holding current value

$334,062

Previous $332,000 2.41%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$51.09 - $55.27 $3,218 - $3,482	63 Added 1.0%	6,351 $324,000
Q3 2024 Oct 17, 2024	BUY	$48.51 - $52.86 $46,666 - $50,851	962 Added 18.06%	6,288 $332,000
Q2 2024 Jul 17, 2024	SELL	$47.37 - $50.09 $123,114 - $130,183	-2,599 Reduced 32.79%	5,326 $259,000
Q1 2024 Apr 22, 2024	BUY	$45.88 - $50.1 $130,849 - $142,885	2,852 Added 56.22%	7,925 $397,000
Q4 2023 Jan 12, 2024	SELL	$39.63 - $46.73 $52,945 - $62,431	-1,336 Reduced 20.85%	5,073 $236,000
Q3 2023 Oct 23, 2023	BUY	$41.15 - $44.69 $263,730 - $286,418	6,409 New	6,409 $264,000
Q4 2022 Jan 11, 2023	BUY	$34.79 - $40.71 $95,742 - $112,033	2,752 New	2,752 $0

Others Institutions Holding SPYV

# of Institutions

1,017

Shares Held

411M

Call Options Held

352K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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