Idaho Trust Bank Spdr Portfolio S&P 500 Value E Transaction History

Idaho Trust Bank

$245 Billion
Q1 2025

A detailed history of Idaho Trust Bank transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Idaho Trust Bank holds 65,395 shares of SPYV stock, worth $3.3 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

65,395

Holding current value

$3.3 Million

% of portfolio

1.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$49.78 - $53.19 $3.26 Million - $3.48 Million	65,395 New	65,395 $3.34 Billion

Others Institutions Holding SPYV

# of Institutions

1,111

Shares Held

452M

Call Options Held

259K

Put Options Held

30.3K

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

78.8M
Shares

$3.98 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

42.8M
Shares

$2.16 Billion
0.89% of portfolio
Demars Financial Group, LLC

17.4M
Shares

$877 Million
9.72% of portfolio
Allworth Financial LP

16.2M
Shares

$818 Million
4.76% of portfolio
Morgan Stanley New York, NY

9.81M
Shares

$495 Million
0.04% of portfolio

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