Arbor Trust Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Arbor Trust Wealth Advisors, LLC
- $208 Million
- Q1 2025
A detailed history of Arbor Trust Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Arbor Trust Wealth Advisors, LLC holds 122,300 shares of SPYV stock, worth $6.02 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
122,300
Previous 113,098
8.14%
Holding current value
$6.02 Million
Previous $5.78 Million
7.99%
% of portfolio
3.0%
Previous 2.75%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,092Shares Held
458MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.85 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.11 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$856 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$798 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.19MShares$452 Million0.03% of portfolio