Great Valley Advisor Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Great Valley Advisor Group, Inc.
- $4.08 Billion
- Q2 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 545,177 shares of SPYV stock, worth $30 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
545,177
Previous 514,857
5.89%
Holding current value
$30 Million
Previous $26.3 Million
8.52%
% of portfolio
0.7%
Previous 0.64%
Shares
21 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$4.47 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.49 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$916 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$540 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$456 Million6.12% of portfolio