Acorn Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 7,473 shares of SPYV stock, worth $409,819. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,473
Previous 9,090
17.79%
Holding current value
$409,819
Previous $475,000
13.05%
% of portfolio
0.14%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,164Shares Held
449MCall 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