Cornerstone Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Cornerstone Wealth Group, LLC
- $1.42 Billion
- Q3 2025
A detailed history of Cornerstone Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 35,553 shares of SPYV stock, worth $1.95 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
35,553
Previous 24,878
42.91%
Holding current value
$1.95 Million
Previous $1.3 Million
51.08%
% of portfolio
0.14%
Previous 0.1%
Shares
4 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