Better Money Decisions, LLC Spdr Portfolio S&P 500 Value E Transaction History

Better Money Decisions, LLC

$144 Million
Q4 2024

A detailed history of Better Money Decisions, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Better Money Decisions, LLC holds 38,118 shares of SPYV stock, worth $2 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

38,118

Previous 34,761 9.66%

Holding current value

$2 Million

Previous $1.84 Million 6.1%

% of portfolio

1.36%

Previous 1.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$51.09 - $55.27 $171,509 - $185,541	3,357 Added 9.66%	38,118 $1.95 Million
Q3 2024 Oct 25, 2024	BUY	$48.51 - $52.86 $62,238 - $67,819	1,283 Added 3.83%	34,761 $1.84 Million
Q2 2024 Jul 24, 2024	BUY	$47.37 - $50.09 $163,284 - $172,660	3,447 Added 11.48%	33,478 $1.63 Million
Q1 2024 May 01, 2024	BUY	$45.88 - $50.1 $33,721 - $36,823	735 Added 2.51%	30,031 $1.5 Million
Q4 2023 Jan 23, 2024	BUY	$39.63 - $46.73 $89,841 - $105,936	2,267 Added 8.39%	29,296 $1.37 Million
Q3 2023 Nov 08, 2023	BUY	$41.15 - $44.69 $116,536 - $126,562	2,832 Added 11.7%	27,029 $1.12 Million
Q2 2023 Aug 09, 2023	BUY	$40.17 - $43.27 $52,421 - $56,467	1,305 Added 5.7%	24,197 $1.05 Million
Q1 2023 May 03, 2023	BUY	$38.68 - $42.77 $366,299 - $405,031	9,470 Added 70.56%	22,892 $932,000
Q4 2022 Feb 14, 2023	BUY	$34.79 - $40.71 $452 - $529	13 Added 0.1%	13,422 $521,000
Q3 2022 Oct 28, 2022	BUY	$34.49 - $40.43 $482 - $566	14 Added 0.1%	13,409 $462,000
Q2 2022 Aug 05, 2022	BUY	$35.93 - $42.52 $503 - $595	14 Added 0.1%	13,395 $493,000
Q1 2022 May 13, 2022	BUY	$39.54 - $42.64 $316 - $341	8 Added 0.06%	13,381 $559,000
Q4 2021 Feb 14, 2022	SELL	$39.14 - $42.04 $14,677 - $15,765	-375 Reduced 2.73%	13,373 $562,000
Q3 2021 Oct 28, 2021	BUY	$38.51 - $40.73 $2,464 - $2,606	64 Added 0.47%	13,748 $536,000
Q2 2021 Jul 22, 2021	SELL	$38.15 - $40.6 $20,295 - $21,599	-532 Reduced 3.74%	13,684 $541,000
Q1 2021 May 04, 2021	BUY	$33.86 - $38.29 $481,353 - $544,330	14,216 New	14,216 $539,000

Others Institutions Holding SPYV

# of Institutions

1,013

Shares Held

409M

Call Options Held

356K

Put Options Held

41.6K

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 Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Account

Better Money Decisions, LLC Spdr Portfolio S&P 500 Value E Transaction History