Smart Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History

Smart Wealth LLC

  • $255 Billion
  • Q3 2024

A detailed history of Smart Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Smart Wealth LLC holds 4,547 shares of SPYV stock, worth $238,990. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,547
Previous 5,531 17.79%
Holding current value
$238,990
Previous $270 Million 10.84%
% of portfolio
0.09%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 13, 2024
SELL
$48.51 - $52.86 $47,733 - $52,014
-984 Reduced 17.79%
4,547 $240 Million
Q2 2024

Dec 13, 2024
BUY
$47.37 - $50.09 $57,601 - $60,909
1,216 Added 28.18%
5,531 $270 Million
Q1 2024

Dec 13, 2024
BUY
$45.88 - $50.1 $197,972 - $216,181
4,315 New
4,315 $216 Million
Q1 2023

Dec 13, 2024
SELL
$38.68 - $42.77 $228,753 - $252,941
-5,914 Closed
0 $0
Q4 2022

Dec 13, 2024
BUY
$34.79 - $40.71 $205,748 - $240,758
5,914 New
5,914 $230 Million

Others Institutions Holding SPYV

# of Institutions
1,013
Shares Held
409M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Smart Wealth LLC Portfolio

Follow Smart Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Smart Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email