Gds Wealth Management Spdr Portfolio S&P 500 Value E Transaction History

Gds Wealth Management

$1.16 Billion
Q1 2025

A detailed history of Gds Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Gds Wealth Management holds 7,613 shares of SPYV stock, worth $385,826. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,613

Holding current value

$385,826

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$49.78 - $53.19 $378,975 - $404,935	7,613 New	7,613 $388,000

Others Institutions Holding SPYV

# of Institutions

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

Financial Engines Advisors L.L.C. Santa Clara, CA

78.8M
Shares

$3.99 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

42.8M
Shares

$2.17 Billion
0.89% of portfolio
Demars Financial Group, LLC

17.4M
Shares

$881 Million
9.72% of portfolio
Allworth Financial LP

16.2M
Shares

$821 Million
4.76% of portfolio
Morgan Stanley New York, NY

9.81M
Shares

$497 Million
0.04% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gds Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Gds Wealth Management with notifications on news.

Account

Gds Wealth Management Spdr Portfolio S&P 500 Value E Transaction History