A detailed history of Hofer & Associates. Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Hofer & Associates. Inc holds 204,515 shares of SPYV stock, worth $10.8 Million. This represents 7.48% of its overall portfolio holdings.

Number of Shares
204,515
Previous 200,959 1.77%
Holding current value
$10.8 Million
Previous $9.79 Million 10.37%
% of portfolio
7.48%
Previous 7.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$48.51 - $52.86 $172,501 - $187,970
3,556 Added 1.77%
204,515 $10.8 Million
Q2 2024

Jul 18, 2024

BUY
$47.37 - $50.09 $96,208 - $101,732
2,031 Added 1.02%
200,959 $9.79 Million
Q1 2024

Apr 22, 2024

BUY
$45.88 - $50.1 $233,391 - $254,858
5,087 Added 2.62%
198,928 $9.97 Million
Q4 2023

Jan 22, 2024

BUY
$39.63 - $46.73 $17,635 - $20,794
445 Added 0.23%
193,841 $9.04 Million
Q3 2023

Oct 13, 2023

BUY
$41.15 - $44.69 $60,490 - $65,694
1,470 Added 0.77%
193,396 $7.98 Million
Q2 2023

Jul 14, 2023

BUY
$40.17 - $43.27 $67,927 - $73,169
1,691 Added 0.89%
191,926 $8.29 Million
Q1 2023

Apr 14, 2023

SELL
$38.68 - $42.77 $36,668 - $40,545
-948 Reduced 0.5%
190,235 $7.75 Million
Q4 2022

Jan 26, 2023

BUY
$34.79 - $40.71 $49,053 - $57,401
1,410 Added 0.74%
191,183 $0
Q3 2022

Dec 15, 2022

BUY
$34.49 - $40.43 $57,839 - $67,801
1,677 Added 0.89%
189,773 $6.55 Million
Q2 2022

Dec 15, 2022

BUY
$35.93 - $42.52 $18,036 - $21,345
502 Added 0.27%
188,096 $6.93 Million
Q1 2022

Dec 15, 2022

BUY
$39.54 - $42.64 $170,061 - $183,394
4,301 Added 2.35%
187,594 $7.83 Million
Q4 2021

Dec 15, 2022

BUY
$39.14 - $42.04 $7.17 Million - $7.71 Million
183,293 New
183,293 $7.7 Million

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Hofer & Associates. Inc Portfolio

Follow Hofer & Associates. Inc 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 Hofer & Associates. Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hofer & Associates. Inc with notifications on news.