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

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

A detailed history of Riverpoint Wealth Management Holdings, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Riverpoint Wealth Management Holdings, LLC holds 32,693 shares of SPYV stock, worth $1.65 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

32,693

Previous 35,369 7.57%

Holding current value

$1.65 Million

Previous $1.72 Million 0.29%

% of portfolio

0.44%

Previous 0.48%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$48.51 - $52.86 $129,812 - $141,453	-2,676 Reduced 7.57%	32,693 $1.73 Million
Q2 2024 Jul 31, 2024	SELL	$47.37 - $50.09 $800,553 - $846,521	-16,900 Reduced 32.33%	35,369 $1.72 Million
Q1 2024 May 03, 2024	SELL	$45.88 - $50.1 $4,771 - $5,210	-104 Reduced 0.2%	52,269 $2.62 Million
Q4 2023 Feb 05, 2024	BUY	$39.63 - $46.73 $8,599 - $10,140	217 Added 0.42%	52,373 $2.44 Million
Q3 2023 Nov 06, 2023	BUY	$41.15 - $44.69 $8,476 - $9,206	206 Added 0.4%	52,156 $2.15 Million
Q2 2023 Aug 07, 2023	SELL	$40.17 - $43.27 $22,414 - $24,144	-558 Reduced 1.06%	51,950 $2.24 Million
Q1 2023 May 05, 2023	BUY	$38.68 - $42.77 $68,463 - $75,702	1,770 Added 3.49%	52,508 $2.14 Million
Q4 2022 Feb 07, 2023	BUY	$34.79 - $40.71 $6,853 - $8,019	197 Added 0.39%	50,738 $1.97 Million
Q3 2022 Nov 02, 2022	SELL	$34.49 - $40.43 $17,279 - $20,255	-501 Reduced 0.98%	50,541 $1.74 Million
Q2 2022 Aug 03, 2022	SELL	$35.93 - $42.52 $60,398 - $71,476	-1,681 Reduced 3.19%	51,042 $1.88 Million
Q1 2022 May 04, 2022	BUY	$39.54 - $42.64 $6,524 - $7,035	165 Added 0.31%	52,723 $2.2 Million
Q4 2021 Feb 11, 2022	SELL	$39.14 - $42.04 $315,820 - $339,220	-8,069 Reduced 13.31%	52,558 $2.21 Million
Q3 2021 Nov 15, 2021	SELL	$38.51 - $40.73 $3.78 Million - $4 Million	-98,221 Reduced 61.83%	60,627 $2.36 Million
Q2 2021 Aug 10, 2021	BUY	$38.15 - $40.6 $212,648 - $226,304	5,574 Added 3.64%	158,848 $6.28 Million
Q1 2021 May 04, 2021	BUY	$33.86 - $38.29 $1.5 Million - $1.69 Million	44,188 Added 40.51%	153,274 $5.81 Million
Q4 2020 Feb 23, 2021	BUY	$29.5 - $34.42 $20,384 - $23,784	691 Added 0.64%	109,086 $3.75 Million
Q3 2020 Nov 10, 2020	SELL	$28.64 - $31.68 $70,969 - $78,503	-2,478 Reduced 2.23%	108,395 $3.27 Million
Q2 2020 Aug 03, 2020	BUY	$24.7 - $32.15 $32,949 - $42,888	1,334 Added 1.22%	110,873 $3.21 Million
Q1 2020 May 11, 2020	BUY	$22.11 - $35.37 $381,530 - $610,344	17,256 Added 18.7%	109,539 $2.83 Million
Q4 2019 Feb 18, 2020	BUY	$30.96 - $35.07 $2.86 Million - $3.24 Million	92,283 New	92,283 $3.22 Million

Others Institutions Holding SPYV

# of Institutions

1,011

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverpoint Wealth Management Holdings, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverpoint Wealth Management Holdings, LLC with notifications on news.

Account

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