Guardian Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Guardian Wealth Advisors, LLC
- $176 Million
- Q3 2025
A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 205,167 shares of SPYV stock, worth $11.3 Million. This represents 6.44% of its overall portfolio holdings.
Number of Shares
205,167
Previous 182,945
12.15%
Holding current value
$11.3 Million
Previous $9.58 Million
18.55%
% of portfolio
6.44%
Previous 5.67%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,164Shares Held
449MCall 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