Marion Wealth Management Spdr Portfolio S&P 500 Value E Transaction History

Marion Wealth Management

  • $335 Million
  • Q1 2024

A detailed history of Marion Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marion Wealth Management holds 13,139 shares of SPYV stock, worth $639,606. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,139
Previous 4,646 182.8%
Holding current value
$639,606
Previous $216,000 204.63%
% of portfolio
0.2%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 08, 2024
BUY
$45.88 - $50.1 $389,658 - $425,499
8,493 Added 182.8%
13,139 $658,000
Q4 2023

Jan 10, 2024
SELL
$39.63 - $46.73 $11,056 - $13,037
-279 Reduced 5.66%
4,646 $216,000
Q3 2023

Oct 18, 2023
BUY
$41.15 - $44.69 $946 - $1,027
23 Added 0.47%
4,925 $203,000
Q2 2023

Jul 24, 2023
BUY
$40.17 - $43.27 $196,913 - $212,109
4,902 New
4,902 $211,000

Others Institutions Holding SPYV

# of Institutions
889
Shares Held
372M
Call Options Held
246K
Put Options Held
10.2K
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 Marion Wealth Management Portfolio

Follow Marion Wealth Management 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 Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email