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

Mgb Wealth Management, LLC

  • $322 Billion
  • Q4 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 13,070 shares of SPYV stock, worth $690,357. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,070
Previous 13,017 0.41%
Holding current value
$690,357
Previous $687 Million 2.76%
% of portfolio
0.21%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,082
Shares Held
437M
Call Options Held
316K
Put Options Held
4.7K
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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