4 Wealth Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 12,693 shares of SPYV stock, worth $696,084. This represents 0.67% of its overall portfolio holdings.
Number of Shares
12,693
Previous 12,600
0.74%
Holding current value
$696,084
Previous $643 Million
3.25%
% of portfolio
0.67%
Previous 0.7%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,156Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio