Cannon Wealth Management Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Cannon Wealth Management Services, LLC
- $122 Billion
- Q2 2025
A detailed history of Cannon Wealth Management Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cannon Wealth Management Services, LLC holds 135,269 shares of SPYV stock, worth $7.56 Million. This represents 5.79% of its overall portfolio holdings.
Number of Shares
135,269
Previous 135,087
0.13%
Holding current value
$7.56 Million
Previous $6.68 Billion
5.97%
% of portfolio
5.79%
Previous 5.97%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.53 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.52 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$929 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$547 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$462 Million6.12% of portfolio