Hofer & Associates. Inc Spdr Portfolio S&P 500 Value E Transaction History
Hofer & Associates. Inc
- $153 Million
- Q2 2025
A detailed history of Hofer & Associates. Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Hofer & Associates. Inc holds 209,027 shares of SPYV stock, worth $11.2 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
209,027
Previous 204,951
1.99%
Holding current value
$11.2 Million
Previous $10.5 Million
4.53%
% of portfolio
7.15%
Previous 7.12%
Shares
15 transactions
Others Institutions Holding SPYV
# of Institutions
1,126Shares Held
455MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.24 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.3 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$934 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$871 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$527 Million0.04% of portfolio