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

Invera Wealth Advisors, LLC

$92.3 Million
Q4 2024

A detailed history of Invera Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 4,862 shares of SPYV stock, worth $255,741. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,862

Previous 4,968 2.13%

Holding current value

$255,741

Previous $262,000 5.34%

% of portfolio

0.27%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$51.09 - $55.27 $5,415 - $5,858	-106 Reduced 2.13%	4,862 $248,000
Q3 2024 Nov 12, 2024	SELL	$48.51 - $52.86 $108,225 - $117,930	-2,231 Reduced 30.99%	4,968 $262,000
Q2 2024 Aug 06, 2024	SELL	$47.37 - $50.09 $12,363 - $13,073	-261 Reduced 3.5%	7,199 $350,000
Q1 2024 Apr 22, 2024	SELL	$45.88 - $50.1 $12,571 - $13,727	-274 Reduced 3.54%	7,460 $373,000
Q4 2023 Apr 22, 2024	BUY	$39.63 - $46.73 $10,858 - $12,804	274 Added 3.67%	7,734 $361 Million
Q4 2023 Jan 16, 2024	BUY	$39.63 - $46.73 $306,498 - $361,409	7,734 New	7,734 $361,000

Others Institutions Holding SPYV

# of Institutions

1,017

Shares Held

411M

Call Options Held

352K

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