Capital A Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Capital A Wealth Management, LLC
- $8.94 Billion
- Q2 2025
A detailed history of Capital A Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Capital A Wealth Management, LLC holds 1,853 shares of SPYV stock, worth $101,618. This represents 0.97% of its overall portfolio holdings.
Number of Shares
1,853
Previous 36
5047.22%
Holding current value
$101,618
Previous $1.84 Million
4598.48%
% of portfolio
0.97%
Previous 0.0%
Shares
3 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