Trifecta Capital Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Trifecta Capital Advisors, LLC
- $601 Billion
- Q2 2025
A detailed history of Trifecta Capital Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 3,903 shares of SPYV stock, worth $208,068. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,903
Previous 4,365
10.58%
Holding current value
$208,068
Previous $223 Million
8.36%
% of portfolio
0.03%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,135Shares Held
441MCall Options Held
259KPut Options Held
30.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.2 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.28 Billion0.89% 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