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 $11.7 Million. This represents 7.15% of its overall portfolio holdings.
Number of Shares
209,027
Previous 204,951
1.99%
Holding current value
$11.7 Million
Previous $10.5 Million
4.53%
% of portfolio
7.15%
Previous 7.12%
Shares
15 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$4.53 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.52 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$929 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$547 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$462 Million6.12% of portfolio