MWM
MBE Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
423,743
+12,409
| +3% | +$649K | 9.64% | 3 |
|
|
2025
Q1 | $21M | Sell |
411,334
-45,987
| -10% | -$2.35M | 10.05% | 3 |
|
|
2024
Q4 | $23.4M | Buy |
457,321
+7,967
| +2% | +$407K | 13.17% | 3 |
|
|
2024
Q3 | $23.8M | Buy |
449,354
+13,142
| +3% | +$695K | 13.1% | 3 |
|
|
2024
Q2 | $21.3M | Buy |
436,212
+21,241
| +5% | +$1.04M | 12.87% | 3 |
|
|
2024
Q1 | $20.8M | Buy |
414,971
+385,623
| +1,314% | +$19.3M | 12.84% | 3 |
|
|
2023
Q4 | $1.37M | Buy |
+29,348
| New | +$1.37M | 0.7% | 17 |
|