Barnes Wealth Management Group, Inc Spdr Portfolio S&P 500 Value E Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 17,395 shares of SPYV stock, worth $953,941. This represents 0.54% of its overall portfolio holdings.
Number of Shares
17,395
Previous 17,348
0.27%
Holding current value
$953,941
Previous $886 Million
2.77%
% of portfolio
0.54%
Previous 0.57%
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