Coordinated Financial Services, Inc./Co Spdr Portfolio S&P 500 Value E Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 13,286 shares of SPYV stock, worth $682,634. This represents 0.52% of its overall portfolio holdings.
Number of Shares
13,286
Previous 9,732
36.52%
Holding current value
$682,634
Previous $474 Million
43.05%
% of portfolio
0.52%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,110Shares Held
452MCall Options Held
259KPut Options Held
30.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.05 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.2 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$893 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$833 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$504 Million0.04% of portfolio