Marion Wealth Management Spdr Portfolio S&P 500 Value E Transaction History

Marion Wealth Management

$375 Million
Q4 2024

A detailed history of Marion Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marion Wealth Management holds 31,150 shares of SPYV stock, worth $1.64 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

31,150

Previous 31,118 0.1%

Holding current value

$1.64 Million

Previous $1.64 Million 3.1%

% of portfolio

0.43%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$51.09 - $55.27 $1,634 - $1,768	32 Added 0.1%	31,150 $1.59 Million
Q3 2024 Oct 07, 2024	BUY	$48.51 - $52.86 $444,060 - $483,880	9,154 Added 41.68%	31,118 $1.64 Million
Q2 2024 Jul 09, 2024	BUY	$47.37 - $50.09 $418,040 - $442,044	8,825 Added 67.17%	21,964 $1.07 Million
Q1 2024 Apr 08, 2024	BUY	$45.88 - $50.1 $389,658 - $425,499	8,493 Added 182.8%	13,139 $658,000
Q4 2023 Jan 10, 2024	SELL	$39.63 - $46.73 $11,056 - $13,037	-279 Reduced 5.66%	4,646 $216,000
Q3 2023 Oct 18, 2023	BUY	$41.15 - $44.69 $946 - $1,027	23 Added 0.47%	4,925 $203,000
Q2 2023 Jul 24, 2023	BUY	$40.17 - $43.27 $196,913 - $212,109	4,902 New	4,902 $211,000

Others Institutions Holding SPYV

# of Institutions

1,078

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

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Marion Wealth Management Spdr Portfolio S&P 500 Value E Transaction History