Wells Financial Advisors Inc Spdr Portfolio S&P 500 Value E Transaction History

Wells Financial Advisors Inc

  • $148 Million
  • Q2 2024

A detailed history of Wells Financial Advisors Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wells Financial Advisors Inc holds 219,701 shares of SPYV stock, worth $11.5 Million. This represents 7.25% of its overall portfolio holdings.

Number of Shares
219,701
Previous 241,862 9.16%
Holding current value
$11.5 Million
Previous $12.1 Million 11.63%
% of portfolio
7.25%
Previous 8.49%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$47.37 - $50.09 $1.05 Million - $1.11 Million
-22,161 Reduced 9.16%
219,701 $10.7 Million
Q1 2024

May 13, 2024
SELL
$45.88 - $50.1 $84,052 - $91,783
-1,832 Reduced 0.75%
241,862 $12.1 Million
Q4 2023

Feb 12, 2024
SELL
$39.63 - $46.73 $167,833 - $197,901
-4,235 Reduced 1.71%
243,694 $11.4 Million
Q3 2023

Oct 10, 2023
BUY
$41.15 - $44.69 $96,867 - $105,200
2,354 Added 0.96%
247,929 $10.2 Million
Q2 2023

Aug 07, 2023
SELL
$40.17 - $43.27 $3.7 Million - $3.99 Million
-92,132 Reduced 27.28%
245,575 $10.6 Million
Q1 2023

May 03, 2023
SELL
$38.68 - $42.77 $166,942 - $184,595
-4,316 Reduced 1.26%
337,707 $13.8 Million
Q4 2022

Feb 03, 2023
BUY
$34.79 - $40.71 $1.28 Million - $1.5 Million
36,838 Added 12.07%
342,023 $13.3 Million
Q3 2022

Nov 09, 2022
BUY
$34.49 - $40.43 $442,092 - $518,231
12,818 Added 4.38%
305,185 $10.5 Million
Q2 2022

Aug 10, 2022
BUY
$35.93 - $42.52 $6.71 Million - $7.94 Million
186,698 Added 176.68%
292,367 $10.8 Million
Q1 2022

Apr 25, 2022
BUY
$39.54 - $42.64 $331,582 - $357,579
8,386 Added 8.62%
105,669 $4.41 Million
Q4 2021

Feb 11, 2022
SELL
$39.14 - $42.04 $3.46 Million - $3.71 Million
-88,296 Reduced 47.58%
97,283 $4.09 Million
Q3 2021

Nov 10, 2021
BUY
$38.51 - $40.73 $62,347 - $65,941
1,619 Added 0.88%
185,579 $7.24 Million
Q2 2021

Aug 02, 2021
SELL
$38.15 - $40.6 $23,805 - $25,334
-624 Reduced 0.34%
183,960 $7.27 Million
Q1 2021

May 12, 2021
BUY
$33.86 - $38.29 $4.73 Million - $5.35 Million
139,792 Added 312.09%
184,584 $7 Million
Q4 2020

Feb 11, 2021
BUY
$29.5 - $34.42 $1.32 Million - $1.54 Million
44,792 New
44,792 $1.54 Million

Others Institutions Holding SPYV

# of Institutions
960
Shares Held
382M
Call Options Held
307K
Put Options Held
3.5K
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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