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

Mbe Wealth Management, LLC

$217 Million
Q4 2025

A detailed history of Mbe Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 443,852 shares of SPYV stock, worth $24.9 Million. This represents 11.47% of its overall portfolio holdings.

Number of Shares

443,852

Previous 426,657 4.03%

Holding current value

$24.9 Million

Previous $23.6 Million 5.61%

% of portfolio

11.47%

Previous 11.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$54.27 - $56.85 $933,172 - $977,535	17,195 Added 4.03%	443,852 $24.9 Million
Q3 2025 Oct 27, 2025	BUY	$52.12 - $55.33 $151,877 - $161,231	2,914 Added 0.69%	426,657 $23.6 Million
Q2 2025 Jul 16, 2025	BUY	$45.11 - $52.34 $559,769 - $649,487	12,409 Added 3.02%	423,743 $22.2 Million
Q1 2025 Apr 22, 2025	SELL	$49.78 - $53.19 $2.29 Million - $2.45 Million	-45,987 Reduced 10.06%	411,334 $21 Million
Q4 2024 Jan 22, 2025	BUY	$51.09 - $55.27 $407,034 - $440,336	7,967 Added 1.77%	457,321 $23.4 Million

Q3 2024 Oct 21, 2024	BUY	$48.51 - $52.86 $637,518 - $694,686	13,142 Added 3.01%	449,354 $23.8 Million
Q2 2024 Jul 19, 2024	BUY	$47.37 - $50.09 $1.01 Million - $1.06 Million	21,241 Added 5.12%	436,212 $21.3 Million
Q1 2024 Apr 22, 2024	BUY	$45.88 - $50.1 $17.7 Million - $19.3 Million	385,623 Added 1313.97%	414,971 $20.8 Million
Q4 2023 Jan 29, 2024	BUY	$39.63 - $46.73 $1.16 Million - $1.37 Million	29,348 New	29,348 $1.37 Million

Others Institutions Holding SPYV

# of Institutions

1,188

Shares Held

479M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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