Marshall & Sterling Wealth Advisors Inc. Spdr Portfolio S&P 500 Value E Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,243 shares of SPYV stock, worth $68,166. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,243
Previous 1,079 15.2%
Holding current value
$68,166
Previous $55.1 Million 18.07%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$45.11 - $52.34 $7,398 - $8,583
164 Added 15.2%
1,243 $65.1 Million
Q1 2025

May 15, 2025
BUY
$49.78 - $53.19 $53,712 - $57,392
1,079 New
1,079 $55.1 Million

Others Institutions Holding SPYV

# of Institutions
1,156
Shares Held
444M
Call Options Held
372K
Put Options Held
26K
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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