Wallace Advisory Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Wallace Advisory Group, LLC
- $138 Billion
- Q2 2025
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 11,267 shares of SPYV stock, worth $611,460. This represents 0.42% of its overall portfolio holdings.
Number of Shares
11,267
Previous 11,124
1.29%
Holding current value
$611,460
Previous $569 Million
1.15%
% of portfolio
0.42%
Previous 0.39%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.4 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.45 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$903 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$532 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$449 Million6.12% of portfolio