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

Atticus Wealth Management, LLC

  • $285 Million
  • Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 396,862 shares of SPYV stock, worth $20.6 Million. This represents 7.37% of its overall portfolio holdings.

Number of Shares
396,862
Previous 385,990 2.82%
Holding current value
$20.6 Million
Previous $18.8 Million 11.51%
% of portfolio
7.37%
Previous 7.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$48.51 - $52.86 $527,400 - $574,693
10,872 Added 2.82%
396,862 $21 Million
Q2 2024

Jul 17, 2024
BUY
$47.37 - $50.09 $150,968 - $159,636
3,187 Added 0.83%
385,990 $18.8 Million
Q1 2024

Apr 17, 2024
BUY
$45.88 - $50.1 $597,403 - $652,352
13,021 Added 3.52%
382,803 $19.2 Million
Q4 2023

Jan 17, 2024
SELL
$39.63 - $46.73 $2.8 Million - $3.3 Million
-70,548 Reduced 16.02%
369,782 $17.2 Million
Q3 2023

Nov 15, 2023
BUY
$41.15 - $44.69 $677,411 - $735,686
16,462 Added 3.88%
440,330 $18.2 Million
Q2 2023

Jul 20, 2023
BUY
$40.17 - $43.27 $270,062 - $290,904
6,723 Added 1.61%
423,868 $18.3 Million
Q1 2023

Apr 17, 2023
BUY
$38.68 - $42.77 $12.7 Million - $14.1 Million
329,571 Added 376.33%
417,145 $17 Million
Q4 2022

Jan 31, 2023
SELL
$34.79 - $40.71 $37,503 - $43,885
-1,078 Reduced 1.22%
87,574 $3.41 Million
Q2 2022

Jul 13, 2022
BUY
$35.93 - $42.52 $2.21 Million - $2.61 Million
61,486 Added 226.33%
88,652 $3.26 Million
Q1 2022

Apr 15, 2022
BUY
$39.54 - $42.64 $1.06 Million - $1.14 Million
26,758 Added 6558.33%
27,166 $1.13 Million
Q3 2020

Oct 21, 2020
BUY
$28.64 - $31.68 $11,685 - $12,925
408 New
408 $12,000

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

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