Aa Financial Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Aa Financial Advisors, LLC
- $464 Billion
- Q2 2025
A detailed history of Aa Financial Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 135,009 shares of SPYV stock, worth $7.2 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
135,009
Previous 142,029
4.94%
Holding current value
$7.2 Million
Previous $7.25 Billion
2.58%
% of portfolio
1.52%
Previous 1.77%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,149Shares Held
443MCall Options Held
302KPut Options Held
26K-
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
-
Valmark Advisers, Inc.8.27MShares$441 Million6.12% of portfolio