Hofer & Associates. Inc Spdr Portfolio S&P 500 Value E Transaction History
Hofer & Associates. Inc
- $144 Million
- Q3 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 204,515 shares of SPYV stock, worth $11 Million. This represents 7.48% of its overall portfolio holdings.
Number of Shares
204,515
Previous 200,959
1.77%
Holding current value
$11 Million
Previous $9.79 Million
10.37%
% of portfolio
7.48%
Previous 7.59%
Shares
12 transactions
Others Institutions Holding SPYV
# of Institutions
1,008Shares Held
406MCall Options Held
356KPut Options Held
41.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA76.7MShares$4.11 Billion8.32% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.2MShares$2.1 Billion0.95% of portfolio
-
Allworth Financial LP20.3MShares$1.09 Billion6.66% of portfolio
-
Envestnet Asset Management Inc12.6MShares$675 Million0.22% of portfolio
-
Morgan Stanley New York, NY9.59MShares$514 Million0.04% of portfolio