Diversify Advisory Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 385,994 shares of SPYV stock, worth $21.2 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
385,994
Previous 298,675
29.24%
Holding current value
$21.2 Million
Previous $14.7 Billion
41.14%
% of portfolio
0.79%
Previous 0.92%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,155Shares Held
443MCall 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