Ownership history in MBE Wealth Management, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which MBE Wealth Management, LLC reported a position in SPDR SER TR (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 443,852 | +17,195 | +4.0% | 10.56% | $25.2M | $56.81 |
| 2025 Q3 | ADDED | 426,657 | +2,914 | +0.7% | 10.21% | $23.6M | $55.03 |
| 2025 Q2 | ADDED | 423,743 | +12,409 | +3.0% | 9.64% | $22.2M | $51.81 |
| 2025 Q1 | REDUCED | 411,334 | -45,987 | -10.1% | 10.05% | $21.0M | $50.30 |
| 2024 Q4 | ADDED | 457,321 | +7,967 | +1.8% | 13.17% | $23.4M | $50.19 |
| 2024 Q3 | ADDED | 449,354 | +13,142 | +3.0% | 13.10% | $23.8M | $51.53 |
| 2024 Q2 | ADDED | 436,212 | +21,241 | +5.1% | 12.87% | $21.3M | $47.27 |
| 2024 Q1 | ADDED | 414,971 | +385,623 | +1314.0% | 12.84% | $20.8M | $48.30 |
| 2023 Q4 | INITIATED | 29,348 | — | — | 0.70% | $1.4M | — |
As of 2025 Q4 — sorted by position size