A detailed history of Lynch & Associates transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Lynch & Associates holds 141,323 shares of SPYV stock, worth $7.33 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
141,323
Previous 139,809 1.08%
Holding current value
$7.33 Million
Previous $6.81 Million 9.63%
% of portfolio
1.6%
Previous 1.55%

Shares

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

Oct 15, 2024

BUY
$48.51 - $52.86 $73,444 - $80,030
1,514 Added 1.08%
141,323 $7.47 Million
Q2 2024

Aug 06, 2024

BUY
$47.37 - $50.09 $238,271 - $251,952
5,030 Added 3.73%
139,809 $6.81 Million
Q1 2024

Apr 09, 2024

BUY
$45.88 - $50.1 $151,449 - $165,380
3,301 Added 2.51%
134,779 $6.75 Million
Q4 2023

Jan 08, 2024

BUY
$39.63 - $46.73 $15,297 - $18,037
386 Added 0.29%
131,478 $6.13 Million
Q3 2023

Oct 24, 2023

BUY
$41.15 - $44.69 $157,234 - $170,760
3,821 Added 3.0%
131,092 $5.41 Million
Q2 2023

Oct 24, 2023

SELL
$40.17 - $43.27 $25,829 - $27,822
-643 Reduced 0.5%
127,271 $5.5 Million
Q2 2023

Jul 13, 2023

SELL
$40.17 - $43.27 $25,829 - $27,822
-643 Reduced 0.5%
127,271 $5.5 Million
Q1 2023

Oct 24, 2023

BUY
$38.68 - $42.77 $24,871 - $27,501
643 Added 0.51%
127,914 $5.21 Million
Q1 2023

Apr 04, 2023

SELL
$38.68 - $42.77 $16,593 - $18,348
-429 Reduced 0.33%
127,914 $5.21 Million
Q4 2022

Oct 24, 2023

SELL
$34.79 - $40.71 $95,637 - $111,911
-2,749 Reduced 2.1%
128,343 $4.99 Million
Q4 2022

Jan 05, 2023

BUY
$34.79 - $40.71 $113,276 - $132,551
3,256 Added 2.6%
128,343 $4.99 Million
Q3 2022

Oct 03, 2022

BUY
$34.49 - $40.43 $4.31 Million - $5.06 Million
125,087 New
125,087 $4.31 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 Lynch & Associates Portfolio

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

News

Stay updated on Lynch & Associates with notifications on news.