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

Sterling Group Wealth Management, LLC

  • $192 Million
  • Q4 2024

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 185,383 shares of SPYV stock, worth $9.71 Million. This represents 4.93% of its overall portfolio holdings.

Number of Shares
185,383
Previous 180,903 2.48%
Holding current value
$9.71 Million
Previous $9.56 Million 0.86%
% of portfolio
4.93%
Previous 5.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,079
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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