Kestra Private Wealth Services, LLC Spdr Portfolio S&P 500 Value E Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 345,297 shares of SPYV stock, worth $16.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
345,297
Previous 305,140 13.16%
Holding current value
$16.4 Million
Previous $16.1 Million 9.48%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Jan 28, 2025
BUY
$51.09 - $55.27 $2.05 Million - $2.22 Million
40,157 Added 13.16%
345,297 $17.7 Million
Q3 2024

Nov 13, 2024
BUY
$48.51 - $52.86 $1.33 Million - $1.45 Million
27,391 Added 9.86%
305,140 $16.1 Million
Q2 2024

Aug 12, 2024
BUY
$47.37 - $50.09 $3.01 Million - $3.18 Million
63,477 Added 29.62%
277,749 $13.5 Million
Q1 2024

May 02, 2024
BUY
$45.88 - $50.1 $1.12 Million - $1.22 Million
24,365 Added 12.83%
214,272 $10.7 Million
Q4 2023

Feb 05, 2024
BUY
$39.63 - $46.73 $3.34 Million - $3.94 Million
84,261 Added 79.76%
189,907 $8.86 Million
Q3 2023

Nov 07, 2023
BUY
$41.15 - $44.69 $3.1 Million - $3.37 Million
75,359 Added 248.82%
105,646 $4.36 Million
Q2 2023

Aug 08, 2023
BUY
$40.17 - $43.27 $1.22 Million - $1.31 Million
30,287 New
30,287 $1.31 Million

Others Institutions Holding SPYV

# of Institutions
1,092
Shares Held
442M
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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