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

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

A detailed history of Geo Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Geo Wealth Management, LLC holds 143,852 shares of SPYV stock, worth $7.28 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
143,852
Previous 139,039 3.46%
Holding current value
$7.28 Million
Previous $7.35 Million 0.1%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Feb 13, 2025
BUY
$51.09 - $55.27 $245,896 - $266,014
4,813 Added 3.46%
143,852 $7.36 Million
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $1.01 Million - $1.1 Million
20,844 Added 17.64%
139,039 $7.35 Million
Q2 2024

Aug 12, 2024
BUY
$47.37 - $50.09 $5.49 Million - $5.8 Million
115,812 Added 4859.92%
118,195 $5.76 Million
Q1 2024

May 15, 2024
SELL
$45.88 - $50.1 $80,335 - $87,725
-1,751 Reduced 73.48%
632 $31,000
Q1 2024

May 15, 2024
BUY
$45.88 - $50.1 $102,725 - $112,173
2,239 Added 1554.86%
2,383 $119,000
Q4 2023

Feb 13, 2024
BUY
$39.63 - $46.73 $5,706 - $6,729
144 New
144 $6,000
Q3 2022

Nov 14, 2022
BUY
$34.49 - $40.43 $13,485 - $15,808
391 New
391 $13,000
Q1 2021

May 13, 2021
SELL
$33.86 - $38.29 $2.2 Million - $2.49 Million
-64,926 Closed
0 $0
Q4 2020

Feb 12, 2021
SELL
$29.5 - $34.42 $288,952 - $337,143
-9,795 Reduced 13.11%
64,926 $2.23 Million
Q3 2020

Nov 13, 2020
BUY
$28.64 - $31.68 $467,662 - $517,302
16,329 Added 27.96%
74,721 $2.26 Million
Q2 2020

Aug 14, 2020
BUY
$24.7 - $32.15 $1.17 Million - $1.52 Million
47,367 Added 429.63%
58,392 $1.69 Million
Q1 2020

May 13, 2020
BUY
$22.11 - $35.37 $243,762 - $389,954
11,025 New
11,025 $284,000

Others Institutions Holding SPYV

# of Institutions
1,088
Shares Held
438M
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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