Leo Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History

Leo Wealth, LLC

$1.09 Trillion
Q3 2024

A detailed history of Leo Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Leo Wealth, LLC holds 7,539 shares of SPYV stock, worth $401,451. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,539

Holding current value

$401,451

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 21, 2024	BUY	$48.51 - $52.86 $365,716 - $398,511	7,539 New	7,539 $398 Million

Others Institutions Holding SPYV

# of Institutions

954

Shares Held

380M

Call Options Held

307K

Put Options Held

3.5K

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

75.2M
Shares

$4.01 Billion
8.17% of portfolio
Lpl Financial LLC Fort Mill, SC

36M
Shares

$1.92 Billion
0.89% of portfolio
Allworth Financial LP

19.8M
Shares

$1.06 Billion
6.25% of portfolio
Morgan Stanley New York, NY

8.89M
Shares

$473 Million
0.03% of portfolio
Valmark Advisers, Inc.

7.35M
Shares

$391 Million
6.14% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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