Evolution Wealth Management Inc. Spdr Portfolio S&P 500 Value E Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 1,841 shares of SPYV stock, worth $103,408. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,841
Previous 2,726
32.47%
Holding current value
$103,408
Previous $143 Million
28.61%
% of portfolio
0.1%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,181Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio