Golden State Wealth Management, LLC Spdr Portfolio S&P 500 Value E Call Options Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPYV

# of Institutions

1,135

Shares Held

441M

Call Options Held

259K

Put Options Held

30.3K

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

78.8M
Shares

$4.16 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

42.8M
Shares

$2.26 Billion
0.89% of portfolio
Allworth Financial LP

16.2M
Shares

$855 Million
4.76% of portfolio
Morgan Stanley New York, NY

9.81M
Shares

$517 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.98M
Shares

$474 Million
0.13% of portfolio

About SPDR PORTFOLIO S&P 500 VALUE E

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