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

Sterling Group Wealth Management, LLC

  • $179 Million
  • Q2 2025

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 108,559 shares of SPYV stock, worth $5.73 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares
108,559
Previous 187,837 42.21%
Holding current value
$5.73 Million
Previous $9.59 Million 40.77%
% of portfolio
3.17%
Previous 5.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$45.11 - $52.34 $3.58 Million - $4.15 Million
-79,278 Reduced 42.21%
108,559 $5.68 Million
Q1 2025

Apr 25, 2025
BUY
$49.78 - $53.19 $122,160 - $130,528
2,454 Added 1.32%
187,837 $9.59 Million
Q4 2024

Jan 17, 2025
BUY
$51.09 - $55.27 $228,883 - $247,609
4,480 Added 2.48%
185,383 $9.48 Million
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
1,122
Shares Held
455M
Call Options Held
259K
Put Options Held
30.5K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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