Hb Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 2025
A detailed history of Hb Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,592 shares of SPYV stock, worth $251,825. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,592Holding current value
$251,825% of portfolio
0.0%Shares
	  1 transactions
	
  Others Institutions Holding SPYV
# of Institutions
1,160Shares Held
444MCall 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