Guardian Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Guardian Wealth Advisors, LLC

$162 Million
Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 37,742 shares of SPYV stock, worth $1.98 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

37,742

Previous 23,268 62.21%

Holding current value

$1.98 Million

Previous $1.13 Million 75.93%

% of portfolio

1.23%

Previous 0.74%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$48.51 - $52.86 $702,133 - $765,095	14,474 Added 62.21%	37,742 $2 Million
Q2 2024 Aug 08, 2024	BUY	$47.37 - $50.09 $164,089 - $173,511	3,464 Added 17.49%	23,268 $1.13 Million
Q1 2024 Apr 26, 2024	BUY	$45.88 - $50.1 $672,279 - $734,115	14,653 Added 284.47%	19,804 $992,000
Q4 2023 Feb 08, 2024	BUY	$39.63 - $46.73 $204,134 - $240,706	5,151 New	5,151 $240,000
Q3 2022 Nov 09, 2022	BUY	$34.49 - $40.43 $34,041 - $39,904	987 New	987 $34,000

Others Institutions Holding SPYV

# of Institutions

1,013

Shares Held

409M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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Guardian Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History