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

Sterling Group Wealth Management, LLC

  • $188 Million
  • Q3 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 180,903 shares of SPYV stock, worth $9.79 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares
180,903
Previous 305,464 40.78%
Holding current value
$9.79 Million
Previous $14.9 Million 35.77%
% of portfolio
5.08%
Previous 8.56%

Shares

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

Oct 07, 2024
SELL
$48.51 - $52.86 $6.04 Million - $6.58 Million
-124,561 Reduced 40.78%
180,903 $9.56 Million
Q2 2024

Jul 15, 2024
BUY
$47.37 - $50.09 $14.5 Million - $15.3 Million
305,464 New
305,464 $14.9 Million

Others Institutions Holding SPYV

# of Institutions
974
Shares Held
395M
Call Options Held
312K
Put Options Held
3.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email