Independent Advisor Alliance Spdr Portfolio S&P 500 Value E Transaction History
Independent Advisor Alliance
- $3.36 Billion
- Q2 2025
A detailed history of Independent Advisor Alliance transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Independent Advisor Alliance holds 35,900 shares of SPYV stock, worth $2 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
35,900
Previous 27,766
29.29%
Holding current value
$2 Million
Previous $1.42 Million
32.51%
% of portfolio
0.06%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.52 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.51 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$926 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$546 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$461 Million6.12% of portfolio