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

Mbm Wealth Consultants, LLC

$322 Million
Q4 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 54,358 shares of SPYV stock, worth $2.87 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

54,358

Previous 51,879 4.78%

Holding current value

$2.87 Million

Previous $2.74 Million 1.35%

% of portfolio

0.86%

Previous 0.89%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$51.09 - $55.27 $126,652 - $137,014	2,479 Added 4.78%	54,358 $2.78 Million
Q3 2024 Oct 07, 2024	SELL	$48.51 - $52.86 $22,654 - $24,685	-467 Reduced 0.89%	51,879 $2.74 Million
Q2 2024 Jul 30, 2024	BUY	$47.37 - $50.09 $226,049 - $239,029	4,772 Added 10.03%	52,346 $2.55 Million
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	$34.79 - $40.71 $98,455 - $115,209	2,830 Added 10.55%	29,666 $1.17 Million
Q3 2022 Oct 24, 2022	BUY	$34.49 - $40.43 $34,283 - $40,187	994 Added 3.85%	26,836 $951,000
Q2 2022 Aug 15, 2022	BUY	$35.93 - $42.52 $31,259 - $36,992	870 Added 3.48%	25,842 $951,000
Q1 2022 May 16, 2022	BUY	$39.54 - $42.64 $987,392 - $1.06 Million	24,972 New	24,972 $1.04 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

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