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

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mbl Wealth, LLC holds 8,640 shares of SPYV stock, worth $475,718. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,640
Previous 9,472 8.78%
Holding current value
$475,718
Previous $474,000 11.18%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 19, 2024
SELL
$47.37 - $50.09 $39,411 - $41,674
-832 Reduced 8.78%
8,640 $421,000
Q1 2024

Apr 22, 2024
BUY
$45.88 - $50.1 $58,818 - $64,228
1,282 Added 15.65%
9,472 $474,000
Q4 2023

Jan 18, 2024
BUY
$39.63 - $46.73 $3,963 - $4,673
100 Added 1.24%
8,190 $381,000
Q3 2023

Oct 11, 2023
SELL
$41.15 - $44.69 $20,575 - $22,345
-500 Reduced 5.82%
8,090 $333,000
Q2 2023

Jul 17, 2023
BUY
$40.17 - $43.27 $345,060 - $371,689
8,590 New
8,590 $371,000

Others Institutions Holding SPYV

# of Institutions
1,011
Shares Held
407M
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
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