Bcs Wealth Management Spdr Portfolio S&P 500 Value E Transaction History
Bcs Wealth Management
- $409 Million
- Q3 2025
A detailed history of Bcs Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Bcs Wealth Management holds 176,721 shares of SPYV stock, worth $9.69 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
176,721
Previous 176,959
0.13%
Holding current value
$9.69 Million
Previous $9.26 Million
5.56%
% of portfolio
2.39%
Previous 1.99%
Shares
15 transactions
Others Institutions Holding SPYV
# of Institutions
1,156Shares Held
444MCall 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