Coastal Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 5,073 shares of SPYV stock, worth $266,839. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,073

Previous 643 688.96%

Holding current value

$266,839

Previous $33,000 684.85%

% of portfolio

0.11%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$51.09 - $55.27 $226,328 - $244,846	4,430 Added 688.96%	5,073 $259,000
Q3 2024 Oct 29, 2024	SELL	$48.51 - $52.86 $16,299 - $17,760	-336 Reduced 34.32%	643 $33,000
Q2 2024 Jul 15, 2024	BUY	$47.37 - $50.09 $236 - $250	5 Added 0.51%	979 $47,000
Q1 2024 Apr 19, 2024	BUY	$45.88 - $50.1 $44,687 - $48,797	974 New	974 $48,000
Q2 2023 Aug 09, 2023	BUY	$40.17 - $43.27 $24,985 - $26,913	622 New	622 $26,000
Q4 2022 Feb 10, 2023	SELL	$34.79 - $40.71 $140,551 - $164,468	-4,040 Reduced 85.58%	681 $26,000
Q3 2022 Oct 27, 2022	BUY	$34.49 - $40.43 $162,827 - $190,870	4,721 New	4,721 $163,000
Q3 2019 Oct 18, 2019	SELL	$31.79 - $32.44 $76,772 - $78,342	-2,415 Closed	0 $0
Q1 2019 May 15, 2019	BUY	N/A	2,415 New	2,415 $74,000

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

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History