Strategic Financial Concepts, LLC Spdr Portfolio S&P 500 Value E Transaction History
Strategic Financial Concepts, LLC
- $549 Billion
- Q4 2024
A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 926,973 shares of SPYV stock, worth $48.8 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
926,973
Previous 17,763
5118.56%
Holding current value
$48.8 Million
Previous $939 Million
35.52%
% of portfolio
0.23%
Previous 0.3%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,015Shares Held
410MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.03 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.06 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$661 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$504 Million0.04% of portfolio