Financial Advocates Investment Management Spdr Portfolio S&P 500 Value E Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Financial Advocates Investment Management holds 98,080 shares of SPYV stock, worth $5.14 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
98,080
Previous 93,930 4.42%
Holding current value
$5.14 Million
Previous $4.97 Million 1.01%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Jan 27, 2025
BUY
$51.09 - $55.27 $212,023 - $229,370
4,150 Added 4.42%
98,080 $5.02 Million
Q3 2024

Oct 25, 2024
BUY
$48.51 - $52.86 $189,674 - $206,682
3,910 Added 4.34%
93,930 $4.97 Million
Q2 2024

Jul 26, 2024
SELL
$47.37 - $50.09 $6.44 Million - $6.8 Million
-135,851 Reduced 60.15%
90,020 $4.39 Million
Q1 2024

May 01, 2024
BUY
$45.88 - $50.1 $2.19 Million - $2.39 Million
47,762 Added 26.82%
225,871 $11.3 Million
Q4 2023

Feb 08, 2024
BUY
$39.63 - $46.73 $3.7 Million - $4.36 Million
93,251 Added 109.89%
178,109 $8.31 Million
Q3 2023

Oct 27, 2023
BUY
$41.15 - $44.69 $319,941 - $347,464
7,775 Added 10.09%
84,858 $3.5 Million
Q2 2023

Aug 07, 2023
BUY
$40.17 - $43.27 $289,183 - $311,500
7,199 Added 10.3%
77,083 $3.33 Million
Q1 2023

May 11, 2023
BUY
$38.68 - $42.77 $1.2 Million - $1.32 Million
30,899 Added 79.26%
69,884 $2.85 Million
Q4 2022

Feb 14, 2023
BUY
$34.79 - $40.71 $320,555 - $375,101
9,214 Added 30.95%
38,985 $1.52 Million
Q3 2022

Nov 14, 2022
BUY
$34.49 - $40.43 $128,613 - $150,763
3,729 Added 14.32%
29,771 $1.37 Million
Q2 2022

Aug 12, 2022
SELL
$35.93 - $42.52 $28,420 - $33,633
-791 Reduced 2.95%
26,042 $959,000
Q1 2022

May 11, 2022
BUY
$39.54 - $42.64 $133,487 - $143,952
3,376 Added 14.39%
26,833 $1.12 Million
Q4 2021

Feb 14, 2022
SELL
$39.14 - $42.04 $31,625 - $33,968
-808 Reduced 3.33%
23,457 $985,000
Q3 2021

Nov 04, 2021
BUY
$38.51 - $40.73 $37,970 - $40,159
986 Added 4.24%
24,265 $947,000
Q2 2021

Aug 03, 2021
SELL
$38.15 - $40.6 $10,262 - $10,921
-269 Reduced 1.14%
23,279 $920,000
Q1 2021

May 10, 2021
SELL
$33.86 - $38.29 $26,749 - $30,249
-790 Reduced 3.25%
23,548 $892,000
Q4 2020

Feb 12, 2021
SELL
$29.5 - $34.42 $1,976 - $2,306
-67 Reduced 0.27%
24,338 $840,000
Q3 2020

Nov 04, 2020
BUY
$28.64 - $31.68 $14,606 - $16,156
510 Added 2.13%
24,405 $737,000
Q2 2020

Aug 14, 2020
SELL
$24.7 - $32.15 $4,668 - $6,076
-189 Reduced 0.78%
23,895 $692,000
Q1 2020

Apr 29, 2020
BUY
$22.11 - $35.37 $75,837 - $121,319
3,430 Added 16.61%
24,084 $623,000
Q4 2019

Feb 13, 2020
BUY
$30.96 - $35.07 $7,089 - $8,031
229 Added 1.12%
20,654 $721,000
Q3 2019

Nov 13, 2019
SELL
$31.79 - $32.44 $24,637 - $25,141
-775 Reduced 3.66%
20,425 $653,000
Q2 2019

Aug 08, 2019
SELL
N/A
-2,009 Reduced 8.66%
21,200 $663,000
Q1 2019

May 16, 2019
BUY
N/A
9,012 Added 63.48%
23,209 $703,000
Q4 2018

Feb 14, 2019
SELL
N/A
-157 Reduced 1.09%
14,197 $0
Q3 2018

Nov 14, 2018
BUY
N/A
2,154 Added 17.66%
14,354 $0
Q4 2017

Feb 15, 2018
BUY
N/A
12,200
12,200 $374,000

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
Track This Portfolio

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email