Smallwood Wealth Investment Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 5,895 shares of SPYV stock, worth $310,430. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,895
Previous 7,592 22.35%
Holding current value
$310,430
Previous $401,000 24.94%
% of portfolio
0.21%
Previous 0.29%

Shares

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

Jan 17, 2025
SELL
$51.09 - $55.27 $86,699 - $93,793
-1,697 Reduced 22.35%
5,895 $301,000
Q4 2023

Jan 23, 2024
SELL
$39.63 - $46.73 $5,112 - $6,028
-129 Reduced 1.67%
7,592 $354,000
Q1 2023

Apr 25, 2023
BUY
$38.68 - $42.77 $11,604 - $12,831
300 Added 4.04%
7,721 $314,000
Q3 2022

Nov 14, 2022
BUY
$34.49 - $40.43 $255,950 - $300,031
7,421 New
7,421 $256,000

Others Institutions Holding SPYV

# of Institutions
1,078
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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