Optimum Investment Advisors Spdr Portfolio S&P 500 Value E Transaction History

Optimum Investment Advisors

$222 Million
Q4 2024

A detailed history of Optimum Investment Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Optimum Investment Advisors holds 1,200 shares of SPYV stock, worth $63,191. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,200

Previous 1,200 -0.0%

Holding current value

$63,191

Previous $63,000 3.17%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 05, 2023	SELL	$34.79 - $40.71 $69,580 - $81,420	-2,000 Reduced 62.5%	1,200 $0
Q3 2021 Oct 22, 2021	SELL	$38.51 - $40.73 $300,378 - $317,694	-7,800 Reduced 70.91%	3,200 $125,000
Q2 2021 Aug 02, 2021	SELL	$38.15 - $40.6 $57,225 - $60,900	-1,500 Reduced 12.0%	11,000 $435,000
Q4 2020 Jan 21, 2021	SELL	$29.5 - $34.42 $14,750 - $17,210	-500 Reduced 3.85%	12,500 $430,000
Q2 2018 Oct 05, 2018	SELL	N/A	-620 Reduced 4.55%	13,000 $385,000
Q4 2017 Jan 16, 2018	BUY	N/A	10,215 Added 300.0%	13,620 $418,000
Q3 2017 Nov 21, 2017	SELL	N/A	-95 Reduced 2.71%	3,405 $397,000
Q2 2017 Aug 14, 2017	BUY	N/A	3,500	3,500 $398,000

Others Institutions Holding SPYV

# of Institutions

1,074

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

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Optimum Investment Advisors Spdr Portfolio S&P 500 Value E Transaction History