Kwb Wealth Spdr Portfolio S&P 500 Value E Transaction History
Kwb Wealth
- $734 Million
- Q2 2024
A detailed history of Kwb Wealth transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Kwb Wealth holds 1,595,924 shares of SPYV stock, worth $84.1 Million. This represents 10.59% of its overall portfolio holdings.
Number of Shares
1,595,924
Previous 1,635,323
2.41%
Holding current value
$84.1 Million
Previous $81.9 Million
5.06%
% of portfolio
10.59%
Previous 11.05%
Shares
15 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio