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

Mgb Wealth Management, LLC

$304 Billion
Q2 2025

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 13,355 shares of SPYV stock, worth $743,873. This represents 0.23% of its overall portfolio holdings.

Number of Shares

13,355

Previous 13,253 0.77%

Holding current value

$743,873

Previous $674 Million 3.46%

% of portfolio

0.23%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$45.11 - $52.34 $4,601 - $5,338	102 Added 0.77%	13,355 $698 Million
Q1 2025 May 09, 2025	BUY	$49.78 - $53.19 $9,109 - $9,733	183 Added 1.4%	13,253 $674 Million
Q4 2024 Jan 29, 2025	BUY	$51.09 - $55.27 $2,707 - $2,929	53 Added 0.41%	13,070 $668 Million
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

1,154

Shares Held

443M

Call Options Held

372K

Put Options Held

26K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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