Partnership Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Partnership Wealth Management, LLC

  • $120 Billion
  • Q4 2024

A detailed history of Partnership Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 137,833 shares of SPYV stock, worth $7.24 Million. This represents 5.87% of its overall portfolio holdings.

Number of Shares
137,833
Previous 122,331 12.67%
Holding current value
$7.24 Million
Previous $6.47 Billion 9.01%
% of portfolio
5.87%
Previous 4.57%

Shares

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

Jan 08, 2025
BUY
$51.09 - $55.27 $791,997 - $856,795
15,502 Added 12.67%
137,833 $7.05 Billion
Q3 2024

Oct 08, 2024
SELL
$48.51 - $52.86 $4.69 Million - $5.11 Million
-96,715 Reduced 44.15%
122,331 $6.47 Billion
Q2 2024

Jul 03, 2024
BUY
$47.37 - $50.09 $5.79 Million - $6.12 Million
122,219 Added 126.22%
219,046 $10.7 Billion
Q1 2024

Apr 10, 2024
BUY
$45.88 - $50.1 $34,042 - $37,174
742 Added 0.77%
96,827 $4.85 Billion
Q4 2023

Feb 07, 2024
BUY
$39.63 - $46.73 $3.81 Million - $4.49 Million
96,085 New
96,085 $4.49 Billion

Others Institutions Holding SPYV

# of Institutions
1,013
Shares Held
409M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, LLC 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email