Cornerstone Planning Group LLC Spdr Portfolio S&P 500 Value E Transaction History
Cornerstone Planning Group LLC
- $490 Billion
- Q2 2025
A detailed history of Cornerstone Planning Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,346 shares of SPYV stock, worth $73,572. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,346
Previous 1,350
0.3%
Holding current value
$73,572
Previous $65 Million
8.89%
% of portfolio
0.01%
Previous 0.02%
Shares
6 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$4.43 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.47 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$909 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$535 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$452 Million6.12% of portfolio