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

Mbm Wealth Consultants, LLC

$307 Million
Q3 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 51,879 shares of SPYV stock, worth $2.69 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

51,879

Previous 52,346 0.89%

Holding current value

$2.69 Million

Previous $2.55 Million 7.49%

% of portfolio

0.89%

Previous 0.88%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,012

Shares Held

407M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbm Wealth Consultants, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbm Wealth Consultants, LLC with notifications on news.

Account

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