Marshall & Sterling Wealth Advisors Inc. Spdr Portfolio S&P 500 Value E Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,253 shares of SPYV stock, worth $70,381. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,253
Previous 1,243 0.8%
Holding current value
$70,381
Previous $65.1 Million 6.56%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$52.12 - $55.33 $521 - $553
10 Added 0.8%
1,253 $69.3 Million
Q2 2025

Aug 12, 2025
BUY
$45.11 - $52.34 $7,398 - $8,583
164 Added 15.2%
1,243 $65.1 Million
Q1 2025

May 15, 2025
BUY
$49.78 - $53.19 $53,712 - $57,392
1,079 New
1,079 $55.1 Million

Others Institutions Holding SPYV

# of Institutions
1,182
Shares Held
476M
Call Options Held
127K
Put Options Held
14.4K
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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