Family Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Family Wealth Group, LLC
- $96.6 Million
- Q2 2025
A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Family Wealth Group, LLC holds 7,419 shares of SPYV stock, worth $406,857. This represents 0.4% of its overall portfolio holdings.
Number of Shares
7,419Holding current value
$406,857% of portfolio
0.4%Shares
11 transactions
Others Institutions Holding SPYV
# of Institutions
1,151Shares Held
444MCall 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.8.27MShares$454 Million6.12% of portfolio