A detailed history of Pensionmark Financial Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,925 shares of SPYV stock, worth $207,318. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,925
Previous 8,850 55.65%
Holding current value
$207,318
Previous $467,000 57.17%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 12, 2025

SELL
$51.09 - $55.27 $251,618 - $272,204
-4,925 Reduced 55.65%
3,925 $200,000
Q3 2024

Nov 25, 2024

SELL
$48.51 - $52.86 $14.1 Million - $15.3 Million
-289,742 Reduced 97.04%
8,850 $467,000
Q3 2024

Nov 14, 2024

BUY
$48.51 - $52.86 $14.5 Million - $15.8 Million
298,592 New
298,592 $15.8 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 Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, 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 Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.