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 $669,301. This represents 0.67% of its overall portfolio holdings.
Number of Shares
12,693
Previous 12,600
0.74%
Holding current value
$669,301
Previous $643 Million
3.25%
% of portfolio
0.67%
Previous 0.7%
Shares
3 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$4.16 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.26 Billion0.89% of portfolio
-
Allworth Financial LP16.2MShares$855 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$517 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$474 Million0.13% of portfolio