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

Stone Point Wealth LLC

  • $294 Million
  • Q4 2024

A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Stone Point Wealth LLC holds 195,511 shares of SPYV stock, worth $10.3 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
195,511
Previous 205,299 4.77%
Holding current value
$10.3 Million
Previous $10.9 Million 7.87%
% of portfolio
3.4%
Previous 3.56%

Shares

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

Jan 28, 2025
SELL
$51.09 - $55.27 $500,068 - $540,982
-9,788 Reduced 4.77%
195,511 $10 Million
Q3 2024

Oct 31, 2024
BUY
$48.51 - $52.86 $156,832 - $170,896
3,233 Added 1.6%
205,299 $10.9 Million
Q2 2024

Jul 30, 2024
BUY
$47.37 - $50.09 $140,594 - $148,667
2,968 Added 1.49%
202,066 $9.85 Million
Q1 2024

May 01, 2024
BUY
$45.88 - $50.1 $389,016 - $424,797
8,479 Added 4.45%
199,098 $9.97 Million
Q4 2023

Jan 26, 2024
BUY
$39.63 - $46.73 $215,072 - $253,603
5,427 Added 2.93%
190,619 $8.89 Million
Q3 2023

Oct 25, 2023
BUY
$41.15 - $44.69 $132,585 - $143,991
3,222 Added 1.77%
185,192 $7.64 Million
Q2 2023

Jul 25, 2023
BUY
$40.17 - $43.27 $142,804 - $153,824
3,555 Added 1.99%
181,970 $7.86 Million
Q1 2023

Apr 20, 2023
BUY
$38.68 - $42.77 $751,320 - $830,764
19,424 Added 12.22%
178,415 $7.27 Million
Q4 2022

Jan 20, 2023
BUY
$34.79 - $40.71 $1.43 Million - $1.68 Million
41,232 Added 35.01%
158,991 $0
Q3 2022

Nov 03, 2022
BUY
$34.49 - $40.43 $380,252 - $445,740
11,025 Added 10.33%
117,759 $4.06 Million
Q2 2022

Jul 19, 2022
BUY
$35.93 - $42.52 $797,753 - $944,071
22,203 Added 26.27%
106,734 $3.93 Million
Q1 2022

Apr 29, 2022
BUY
$39.54 - $42.64 $184,770 - $199,256
4,673 Added 5.85%
84,531 $3.54 Million
Q4 2021

Feb 10, 2022
BUY
$39.14 - $42.04 $3.13 Million - $3.36 Million
79,858 New
79,858 $3.35 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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