Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,307 shares of SPYV stock, worth $385,955. This represents 0.42% of its overall portfolio holdings.

Number of Shares

7,307

Previous 7,269 0.52%

Holding current value

$385,955

Previous $354,000 9.04%

% of portfolio

0.42%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$48.51 - $52.86 $1,843 - $2,008	38 Added 0.52%	7,307 $386,000
Q2 2024 Aug 14, 2024	BUY	$47.37 - $50.09 $1,989 - $2,103	42 Added 0.58%	7,269 $354,000
Q1 2024 Aug 14, 2024	SELL	$45.88 - $50.1 $3,119 - $3,406	-68 Reduced 0.93%	7,227 $362,000
Q4 2023 Feb 14, 2024	BUY	$39.63 - $46.73 $289,100 - $340,895	7,295 New	7,295 $340,000

Others Institutions Holding SPYV

# of Institutions

1,082

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Account

Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History