Mbm Wealth Consultants, LLC Spdr Portfolio S&P 500 Value E Transaction History

Mbm Wealth Consultants, LLC

$284 Million
Q1 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 47,574 shares of SPYV stock, worth $2.32 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

47,574

Previous 45,814 3.84%

Holding current value

$2.32 Million

Previous $2.14 Million 11.56%

% of portfolio

0.84%

Previous 0.81%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$45.88 - $50.1 $80,748 - $88,176	1,760 Added 3.84%	47,574 $2.38 Million
Q4 2023 Jan 30, 2024	BUY	$39.63 - $46.73 $76,525 - $90,235	1,931 Added 4.4%	45,814 $2.14 Million
Q3 2023 Oct 19, 2023	BUY	$41.15 - $44.69 $129,375 - $140,505	3,144 Added 7.72%	43,883 $1.81 Million
Q2 2023 Jul 24, 2023	BUY	$40.17 - $43.27 $444,842 - $479,171	11,074 Added 37.33%	40,739 $1.76 Million
Q1 2023 May 31, 2023	SELL	$38.68 - $42.77 $38 - $42	-1 Reduced -0.0%	29,665 $1.58 Million

Q4 2022 Feb 15, 2023	BUY	$38.0 - $40.71 $107,540 - $115,209	2,830 Added 10.55%	29,666 $1.17 Million
Q3 2022 Oct 24, 2022	BUY	N/A	994 Added 3.85%	26,836 $951,000
Q2 2022 Aug 15, 2022	BUY	N/A	870 Added 3.48%	25,842 $951,000
Q1 2022 May 16, 2022	BUY	N/A	24,972 New	24,972 $1.04 Million

Others Institutions Holding SPYV

# of Institutions

885

Shares Held

371M

Call Options Held

246K

Put Options Held

10.2K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Mbm Wealth Consultants, LLC Spdr Portfolio S&P 500 Value E Transaction History