Horizon Family Wealth, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Horizon Family Wealth, Inc.

  • $132 Million
  • Q3 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 93,488 shares of SPYV stock, worth $4.91 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares
93,488
Previous 94,014 0.56%
Holding current value
$4.91 Million
Previous $4.58 Million 7.84%
% of portfolio
3.73%
Previous 3.65%

Shares

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

Nov 14, 2024
SELL
$48.51 - $52.86 $25,516 - $27,804
-526 Reduced 0.56%
93,488 $4.94 Million
Q2 2024

Aug 07, 2024
BUY
$47.37 - $50.09 $19,611 - $20,737
414 Added 0.44%
94,014 $4.58 Million
Q1 2024

May 09, 2024
BUY
$45.88 - $50.1 $50,789 - $55,460
1,107 Added 1.2%
93,600 $4.69 Million
Q4 2023

Feb 07, 2024
SELL
$39.63 - $46.73 $27,225 - $32,103
-687 Reduced 0.74%
92,493 $4.31 Million
Q3 2023

Nov 15, 2023
BUY
$41.15 - $44.69 $3.83 Million - $4.16 Million
93,180 New
93,180 $3.84 Million
Q2 2023

Aug 11, 2023
SELL
$40.17 - $43.27 $90,221 - $97,184
-2,246 Reduced 2.42%
90,662 $3.92 Million
Q1 2023

May 05, 2023
BUY
$38.68 - $42.77 $11,642 - $12,873
301 Added 0.33%
92,908 $3.78 Million
Q4 2022

Feb 06, 2023
SELL
$34.79 - $40.71 $457,871 - $535,784
-13,161 Reduced 12.44%
92,607 $3.6 Million
Q3 2022

Oct 28, 2022
BUY
$34.49 - $40.43 $21,625 - $25,349
627 Added 0.6%
105,768 $3.65 Million
Q2 2022

Aug 05, 2022
BUY
$35.93 - $42.52 $325,921 - $385,698
9,071 Added 9.44%
105,141 $3.87 Million
Q1 2022

May 06, 2022
SELL
$39.54 - $42.64 $51,164 - $55,176
-1,294 Reduced 1.33%
96,070 $4.01 Million
Q4 2021

Feb 11, 2022
BUY
$39.14 - $42.04 $3.81 Million - $4.09 Million
97,364 New
97,364 $4.09 Million

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

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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