Lutz Financial Services LLC Spdr Portfolio S&P 500 Value E Transaction History
Lutz Financial Services LLC
- $1.24 Billion
- Q4 2024
A detailed history of Lutz Financial Services LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Lutz Financial Services LLC holds 2,211,625 shares of SPYV stock, worth $115 Million. This represents 9.14% of its overall portfolio holdings.
Number of Shares
2,211,625
Previous 2,211,228
0.02%
Holding current value
$115 Million
Previous $117 Million
3.24%
% of portfolio
9.14%
Previous 9.49%
Shares
29 transactions
Others Institutions Holding SPYV
# of Institutions
1,084Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.06 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.15 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.06 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$838 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$477 Million0.03% of portfolio