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

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mbl Wealth, LLC holds 8,840 shares of SPYV stock, worth $440,055. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,840

Previous 8,640 2.31%

Holding current value

$440,055

Previous $421,000 10.93%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	BUY	$48.51 - $52.86 $9,702 - $10,572	200 Added 2.31%	8,840 $467,000
Q2 2024 Jul 19, 2024	SELL	$47.37 - $50.09 $39,411 - $41,674	-832 Reduced 8.78%	8,640 $421,000
Q1 2024 Apr 22, 2024	BUY	$45.88 - $50.1 $58,818 - $64,228	1,282 Added 15.65%	9,472 $474,000
Q4 2023 Jan 18, 2024	BUY	$39.63 - $46.73 $3,963 - $4,673	100 Added 1.24%	8,190 $381,000
Q3 2023 Oct 11, 2023	SELL	$41.15 - $44.69 $20,575 - $22,345	-500 Reduced 5.82%	8,090 $333,000
Q2 2023 Jul 17, 2023	BUY	$40.17 - $43.27 $345,060 - $371,689	8,590 New	8,590 $371,000

Others Institutions Holding SPYV

# of Institutions

1,085

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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