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

Marion Wealth Management

$375 Million
Q4 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 31,150 shares of SPYV stock, worth $1.64 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

31,150

Previous 31,118 0.1%

Holding current value

$1.64 Million

Previous $1.64 Million 3.1%

% of portfolio

0.43%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$51.09 - $55.27 $1,634 - $1,768	32 Added 0.1%	31,150 $1.59 Million
Q3 2024 Oct 07, 2024	BUY	$48.51 - $52.86 $444,060 - $483,880	9,154 Added 41.68%	31,118 $1.64 Million
Q2 2024 Jul 09, 2024	BUY	$47.37 - $50.09 $418,040 - $442,044	8,825 Added 67.17%	21,964 $1.07 Million
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

1,013

Shares Held

409M

Call Options Held

356K

Put Options Held

41.6K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

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.

Account

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