Chicago Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Chicago Wealth Management, Inc.
- $210 Million
- Q2 2025
A detailed history of Chicago Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Chicago Wealth Management, Inc. holds 4,949 shares of SPYV stock, worth $271,403. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,949
Previous 4,949
-0.0%
Holding current value
$271,403
Previous $252,000
2.78%
% of portfolio
0.12%
Previous 0.14%
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