Vestia Personal Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 12,127 shares of SPYV stock, worth $640,548. This represents 0.51% of its overall portfolio holdings.

Number of Shares
12,127
Previous 12,082 0.37%
Holding current value
$640,548
Previous $639 Million 2.9%
% of portfolio
0.51%
Previous 0.6%

Shares

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

Jan 27, 2025
BUY
$51.09 - $55.27 $2,299 - $2,487
45 Added 0.37%
12,127 $620 Million
Q3 2024

Nov 04, 2024
SELL
$48.51 - $52.86 $9,944 - $10,836
-205 Reduced 1.67%
12,082 $639 Million
Q2 2024

Aug 09, 2024
BUY
$47.37 - $50.09 $582,035 - $615,455
12,287 New
12,287 $599 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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