Hofer & Associates. Inc Spdr Portfolio S&P 500 Value E Transaction History
Hofer & Associates. Inc
- $149 Million
- Q4 2024
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 201,130 shares of SPYV stock, worth $10.5 Million. This represents 6.92% of its overall portfolio holdings.
Number of Shares
201,130
Previous 204,515
1.66%
Holding current value
$10.5 Million
Previous $10.8 Million
4.86%
% of portfolio
6.92%
Previous 7.48%
Shares
13 transactions
Others Institutions Holding SPYV
# of Institutions
1,030Shares Held
420MCall Options Held
352KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.04 Billion0.95% of portfolio
-
Allworth Financial LP20.4MShares$1.06 Billion6.01% of portfolio
-
Envestnet Asset Management Inc12.6MShares$655 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$500 Million0.04% of portfolio