Atlas Private Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 4,860 shares of SPYV stock, worth $256,316. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,860
Previous 5,033 3.44%
Holding current value
$256,316
Previous $266,000 6.77%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$51.09 - $55.27 $8,838 - $9,561
-173 Reduced 3.44%
4,860 $248,000
Q3 2024

Oct 08, 2024
SELL
$48.51 - $52.86 $60,443 - $65,863
-1,246 Reduced 19.84%
5,033 $266,000
Q2 2024

Jul 12, 2024
BUY
$47.37 - $50.09 $297,436 - $314,515
6,279 New
6,279 $306,000
Q4 2023

Jan 10, 2024
SELL
$39.63 - $46.73 $124,755 - $147,106
-3,148 Reduced 26.65%
8,663 $403,000
Q3 2023

Oct 10, 2023
SELL
$41.15 - $44.69 $207,149 - $224,969
-5,034 Reduced 29.88%
11,811 $487,000
Q2 2023

Aug 04, 2023
BUY
$40.17 - $43.27 $314,852 - $339,150
7,838 Added 87.02%
16,845 $727,000
Q1 2023

Apr 12, 2023
SELL
$38.68 - $42.77 $14,853 - $16,423
-384 Reduced 4.09%
9,007 $366,000
Q4 2022

Feb 14, 2023
SELL
$34.79 - $40.71 $32,702 - $38,267
-940 Reduced 9.1%
9,391 $365,000
Q3 2022

Nov 14, 2022
SELL
$34.49 - $40.43 $24,729 - $28,988
-717 Reduced 6.49%
10,331 $356,000
Q2 2022

Aug 15, 2022
SELL
$35.93 - $42.52 $130,138 - $154,007
-3,622 Reduced 24.69%
11,048 $407,000
Q1 2022

Apr 26, 2022
BUY
$39.54 - $42.64 $40,212 - $43,364
1,017 Added 7.45%
14,670 $612,000
Q4 2021

Apr 21, 2022
BUY
$39.14 - $42.04 $101,450 - $108,967
2,592 Added 23.43%
13,653 $573,000
Q3 2021

Oct 26, 2021
BUY
$38.51 - $40.73 $30,653 - $32,421
796 Added 7.75%
11,061 $431,000
Q2 2021

Aug 02, 2021
BUY
$38.15 - $40.6 $29,909 - $31,830
784 Added 8.27%
10,265 $406,000
Q1 2021

Apr 28, 2021
BUY
$33.86 - $38.29 $90,406 - $102,234
2,670 Added 39.2%
9,481 $359,000
Q4 2020

Jan 29, 2021
SELL
$29.5 - $34.42 $4,425 - $5,163
-150 Reduced 2.15%
6,811 $234,000
Q3 2020

Oct 27, 2020
SELL
$28.64 - $31.68 $5,527 - $6,114
-193 Reduced 2.7%
6,961 $210,000
Q2 2020

Aug 14, 2020
BUY
$24.7 - $32.15 $176,703 - $230,001
7,154 New
7,154 $207,000

Others Institutions Holding SPYV

# of Institutions
1,078
Shares Held
437M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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