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

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 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 172,258 shares of SPYV stock, worth $9.1 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares
172,258
Previous 77,079 123.48%
Holding current value
$9.1 Million
Previous $3.86 Billion 135.79%
% of portfolio
5.24%
Previous 2.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
1,079
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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