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

Mbe Wealth Management, LLC

$170 Million
Q4 2024

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 457,321 shares of SPYV stock, worth $24.2 Million. This represents 13.74% of its overall portfolio holdings.

Number of Shares

457,321

Previous 449,354 1.77%

Holding current value

$24.2 Million

Previous $23.8 Million 1.54%

% of portfolio

13.74%

Previous 13.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,014

Shares Held

410M

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

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