Strategic Financial Concepts, LLC Spdr Portfolio S&P 500 Value E Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
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 989,774 shares of SPYV stock, worth $52.8 Million. This represents 7.29% of its overall portfolio holdings.
Number of Shares
989,774
Previous 24,373
3960.94%
Holding current value
$52.8 Million
Previous $1.24 Billion
4061.88%
% of portfolio
7.29%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding SPYV
# of Institutions
1,145Shares Held
438MCall Options Held
259KPut Options Held
32.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.32 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.41 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$887 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.81MShares$523 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$479 Million0.13% of portfolio