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

Mgb Wealth Management, LLC

  • $276 Billion
  • Q3 2024

A detailed history of Mgb Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 13,017 shares of SPYV stock, worth $673,369. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,017
Previous 12,524 3.94%
Holding current value
$673,369
Previous $623 Million 10.34%
% of portfolio
0.25%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $23,915 - $26,059
493 Added 3.94%
13,017 $687 Million
Q2 2024

Aug 12, 2024
SELL
$47.37 - $50.09 $12,647 - $13,374
-267 Reduced 2.09%
12,524 $623 Million
Q1 2024

May 06, 2024
BUY
$45.88 - $50.1 $367 - $400
8 Added 0.06%
12,791 $641 Million
Q4 2023

Apr 22, 2024
BUY
$39.63 - $46.73 $506,590 - $597,349
12,783 New
12,783 $596 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

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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