Portside Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024

A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 168,877 shares of SPYV stock, worth $8.55 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
168,877
Previous 171,712 1.65%
Holding current value
$8.55 Million
Previous $9.08 Billion 1.65%
% of portfolio
1.54%
Previous 1.55%

Shares

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

Jan 15, 2025
SELL
$51.09 - $55.27 $144,840 - $156,690
-2,835 Reduced 1.65%
168,877 $8.93 Billion
Q3 2024

Oct 31, 2024
BUY
$48.51 - $52.86 $744,046 - $810,766
15,338 Added 9.81%
171,712 $9.08 Billion
Q2 2024

Jul 18, 2024
BUY
$47.37 - $50.09 $2.19 Million - $2.32 Million
46,227 Added 41.97%
156,374 $7.62 Billion
Q1 2024

Apr 17, 2024
BUY
$45.88 - $50.1 $307,258 - $335,519
6,697 Added 6.47%
110,147 $5.52 Billion
Q4 2023

Jan 16, 2024
BUY
$39.63 - $46.73 $36,340 - $42,851
917 Added 0.89%
103,450 $4.82 Billion
Q3 2023

Oct 27, 2023
BUY
$41.15 - $44.69 $159,991 - $173,754
3,888 Added 3.94%
102,533 $4.23 Billion
Q2 2023

Sep 01, 2023
SELL
$40.17 - $43.27 $199 Million - $214 Million
-4,949,794 Reduced 98.05%
98,645 $4.26 Billion
Q2 2023

Aug 01, 2023
BUY
$40.17 - $43.27 $203 Million - $218 Million
5,048,439 New
5,048,439 $218 Million

Others Institutions Holding SPYV

# of Institutions
1,088
Shares Held
438M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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