Helen Stephens Group, LLC Spdr Portfolio S&P 500 Value E Call Options Transaction History

Helen Stephens Group, LLC

$288 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPYV

# of Institutions

898

Shares Held

415M

Call Options Held

231K

Put Options Held

10.2K

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

73.9M
Shares

$3.69 Billion
8.35% of portfolio
Williams Financial, LLC Bennington, VT

43M
Shares

$2.15 Billion
21.73% of portfolio
Lpl Financial LLC Fort Mill, SC

33.4M
Shares

$1.67 Billion
0.92% of portfolio
Allworth Financial LP

19.8M
Shares

$992 Million
6.25% of portfolio
Morgan Stanley New York, NY

9.99M
Shares

$500 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 500 VALUE E

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