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

Sterling Group Wealth Management, LLC

$191 Million
Q3 2025

A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 100,589 shares of SPYV stock, worth $5.65 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

100,589

Previous 108,559 7.34%

Holding current value

$5.65 Million

Previous $5.68 Million 2.04%

% of portfolio

2.92%

Previous 3.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	SELL	$52.12 - $55.33 $415,396 - $440,980	-7,970 Reduced 7.34%	100,589 $5.57 Million
Q2 2025 Jul 14, 2025	SELL	$45.11 - $52.34 $3.58 Million - $4.15 Million	-79,278 Reduced 42.21%	108,559 $5.68 Million
Q1 2025 Apr 25, 2025	BUY	$49.78 - $53.19 $122,160 - $130,528	2,454 Added 1.32%	187,837 $9.59 Million
Q4 2024 Jan 17, 2025	BUY	$51.09 - $55.27 $228,883 - $247,609	4,480 Added 2.48%	185,383 $9.48 Million
Q3 2024 Oct 07, 2024	SELL	$48.51 - $52.86 $6.04 Million - $6.58 Million	-124,561 Reduced 40.78%	180,903 $9.56 Million

Q2 2024 Jul 15, 2024	BUY	$47.37 - $50.09 $14.5 Million - $15.3 Million	305,464 New	305,464 $14.9 Million

Others Institutions Holding SPYV

# of Institutions

1,179

Shares Held

475M

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