Global Wealth Strategies & Associates Spdr Portfolio S&P 500 Value E Transaction History
Global Wealth Strategies & Associates
- $389 Billion
- Q3 2025
A detailed history of Global Wealth Strategies & Associates transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 995 shares of SPYV stock, worth $54,565. This represents 0.01% of its overall portfolio holdings.
Number of Shares
995
Previous 995
-0.0%
Holding current value
$54,565
Previous $52.1 Million
5.71%
% of portfolio
0.01%
Previous 0.01%
Shares
2 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