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

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,492 shares of SPYV stock, worth $440,989. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,492
Previous 20,882 59.33%
Holding current value
$440,989
Previous $1.1 Million 60.65%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jan 27, 2025
SELL
$51.09 - $55.27 $633,005 - $684,795
-12,390 Reduced 59.33%
8,492 $434,000
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $1.01 Million - $1.1 Million
20,882 New
20,882 $1.1 Million

Others Institutions Holding SPYV

# of Institutions
1,082
Shares Held
437M
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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