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

Mbe Wealth Management, LLC

$209 Million
Q2 2025

A detailed history of Mbe Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 423,743 shares of SPYV stock, worth $22.8 Million. This represents 10.61% of its overall portfolio holdings.

Number of Shares

423,743

Previous 411,334 3.02%

Holding current value

$22.8 Million

Previous $21 Million 5.58%

% of portfolio

10.61%

Previous 11.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$45.11 - $52.34 $559,769 - $649,487	12,409 Added 3.02%	423,743 $22.2 Million
Q1 2025 Apr 22, 2025	SELL	$49.78 - $53.19 $2.29 Million - $2.45 Million	-45,987 Reduced 10.06%	411,334 $21 Million
Q4 2024 Jan 22, 2025	BUY	$51.09 - $55.27 $407,034 - $440,336	7,967 Added 1.77%	457,321 $23.4 Million
Q3 2024 Oct 21, 2024	BUY	$48.51 - $52.86 $637,518 - $694,686	13,142 Added 3.01%	449,354 $23.8 Million
Q2 2024 Jul 19, 2024	BUY	$47.37 - $50.09 $1.01 Million - $1.06 Million	21,241 Added 5.12%	436,212 $21.3 Million
Q1 2024 Apr 22, 2024	BUY	$45.88 - $50.1 $17.7 Million - $19.3 Million	385,623 Added 1313.97%	414,971 $20.8 Million
Q4 2023 Jan 29, 2024	BUY	$39.63 - $46.73 $1.16 Million - $1.37 Million	29,348 New	29,348 $1.37 Million

Others Institutions Holding SPYV

# of Institutions

1,126

Shares Held

455M

Call Options Held

259K

Put Options Held

30.5K

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 Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Account

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