Sanchez Wealth Management Group Spdr Portfolio S&P 500 Value E Transaction History

Sanchez Wealth Management Group

  • $347 Million
  • Q4 2024

A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 40,026 shares of SPYV stock, worth $2.11 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
40,026
Previous 9,509 320.93%
Holding current value
$2.11 Million
Previous $502,000 307.57%
% of portfolio
0.59%
Previous 0.16%

Shares

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

Jan 28, 2025
BUY
$51.09 - $55.27 $1.56 Million - $1.69 Million
30,517 Added 320.93%
40,026 $2.05 Million
Q3 2024

Nov 05, 2024
SELL
$48.51 - $52.86 $5,675 - $6,184
-117 Reduced 1.22%
9,509 $502,000
Q2 2024

Jul 17, 2024
SELL
$47.37 - $50.09 $53,764 - $56,852
-1,135 Reduced 10.55%
9,626 $469,000
Q1 2024

May 07, 2024
SELL
$45.88 - $50.1 $22.4 Million - $24.5 Million
-488,488 Reduced 97.84%
10,761 $539,000
Q4 2023

Jan 16, 2024
SELL
$39.63 - $46.73 $434,741 - $512,628
-10,970 Reduced 2.15%
499,249 $23.3 Million
Q3 2023

Oct 27, 2023
BUY
$41.15 - $44.69 $391,048 - $424,689
9,503 Added 1.9%
510,219 $21.1 Million
Q2 2023

Aug 01, 2023
BUY
$40.17 - $43.27 $389,046 - $419,069
9,685 Added 1.97%
500,716 $21.6 Million
Q1 2023

May 04, 2023
SELL
$38.68 - $42.77 $55,544 - $61,417
-1,436 Reduced 0.29%
491,031 $20 Million
Q4 2022

Feb 08, 2023
BUY
$34.79 - $40.71 $23,657 - $27,682
680 Added 0.14%
492,467 $19.2 Million
Q3 2022

Oct 13, 2022
SELL
$34.49 - $40.43 $1.15 Million - $1.35 Million
-33,452 Reduced 6.37%
491,787 $17 Million
Q2 2022

Jul 13, 2022
BUY
$35.93 - $42.52 $215,651 - $255,205
6,002 Added 1.16%
525,239 $19.3 Million
Q1 2022

Apr 19, 2022
BUY
$39.54 - $42.64 $333,915 - $360,094
8,445 Added 1.65%
519,237 $21.7 Million
Q4 2021

Feb 14, 2022
SELL
$39.14 - $42.04 $28,611 - $30,731
-731 Reduced 0.14%
510,792 $21.5 Million
Q3 2021

Oct 19, 2021
BUY
$38.51 - $40.73 $449,681 - $475,604
11,677 Added 2.34%
511,523 $19.9 Million
Q2 2021

Aug 09, 2021
BUY
$38.15 - $40.6 $5.81 Million - $6.18 Million
152,253 Added 43.8%
499,846 $19.8 Million
Q1 2021

Apr 29, 2021
BUY
$33.86 - $38.29 $324,344 - $366,779
9,579 Added 2.83%
347,593 $13.2 Million
Q4 2020

Feb 01, 2021
BUY
$29.5 - $34.42 $9.97 Million - $11.6 Million
338,014 New
338,014 $11.6 Million

Others Institutions Holding SPYV

# of Institutions
1,074
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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