Cascade Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Cascade Investment Advisors, Inc.
- $152 Million
- Q1 2024
A detailed history of Cascade Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 7,330 shares of SPYV stock, worth $356,531. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,330
Previous 7,080
3.53%
Holding current value
$356,531
Previous $330,000
11.21%
% of portfolio
0.24%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
887Shares Held
371MCall Options Held
246KPut Options Held
10.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA73.9MShares$3.59 Billion8.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC33.4MShares$1.63 Billion0.92% of portfolio
-
Allworth Financial LP19.4MShares$944 Million6.94% of portfolio
-
Morgan Stanley New York, NY9.99MShares$486 Million0.04% of portfolio
-
Valmark Advisers, Inc.7.43MShares$361 Million6.53% of portfolio