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

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

A detailed history of Dogwood Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 206,496 shares of SPYV stock, worth $10.5 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares
206,496
Previous 164,466 25.56%
Holding current value
$10.5 Million
Previous $8.02 Billion 31.74%
% of portfolio
5.59%
Previous 4.94%

Shares

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

Mar 04, 2025
BUY
$51.09 - $55.27 $2.15 Million - $2.32 Million
42,030 Added 25.56%
206,496 $10.6 Billion
Q3 2024

Feb 28, 2025
BUY
$48.51 - $52.86 $4.62 Million - $5.03 Million
95,179 Added 123.48%
172,258 $9.11 Billion
Q2 2024

Mar 04, 2025
SELL
$47.37 - $50.09 $369,107 - $390,301
-7,792 Reduced 4.52%
164,466 $8.02 Billion
Q1 2024

Feb 28, 2025
BUY
$45.88 - $50.1 $206,276 - $225,249
4,496 Added 6.19%
77,079 $3.86 Billion
Q4 2023

Feb 28, 2025
BUY
$39.63 - $46.73 $2.88 Million - $3.39 Million
72,583 New
72,583 $3.38 Billion

Others Institutions Holding SPYV

# of Institutions
1,089
Shares Held
439M
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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