Laurel Wealth Planning LLC Spdr Portfolio S&P 500 Value E Transaction History

Laurel Wealth Planning LLC

$155 Million
Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 139,877 shares of SPYV stock, worth $6.96 Million. This represents 4.61% of its overall portfolio holdings.

Number of Shares

139,877

Previous 135,852 2.96%

Holding current value

$6.96 Million

Previous $7.18 Million 0.39%

% of portfolio

4.61%

Previous 4.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$51.09 - $55.27 $205,637 - $222,461	4,025 Added 2.96%	139,877 $7.15 Million
Q3 2024 Oct 28, 2024	SELL	$48.51 - $52.86 $404,427 - $440,693	-8,337 Reduced 5.78%	135,852 $7.18 Million
Q2 2024 Jul 25, 2024	BUY	$47.37 - $50.09 $55,091 - $58,254	1,163 Added 0.81%	144,189 $7.03 Million
Q1 2024 Apr 22, 2024	BUY	$45.88 - $50.1 $25,371 - $27,705	553 Added 0.39%	143,026 $7.17 Million
Q4 2023 Feb 09, 2024	BUY	$39.63 - $46.73 $374,265 - $441,318	9,444 Added 7.1%	142,473 $6.64 Million
Q3 2023 Oct 27, 2023	BUY	$41.15 - $44.69 $507,420 - $551,072	12,331 Added 10.22%	133,029 $5.49 Million
Q2 2023 Jul 19, 2023	BUY	$40.17 - $43.27 $4.85 Million - $5.22 Million	120,698 New	120,698 $5.21 Million

Others Institutions Holding SPYV

# of Institutions

1,085

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.

Account

Laurel Wealth Planning LLC Spdr Portfolio S&P 500 Value E Transaction History