Marion Wealth Management Spdr Portfolio S&P 500 Value E Transaction History
Marion Wealth Management
- $392 Million
- Q2 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Marion Wealth Management holds 4,794 shares of SPYV stock, worth $267,840. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,794
Previous 31,167
84.62%
Holding current value
$267,840
Previous $1.58 Million
84.15%
% of portfolio
0.06%
Previous 0.42%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,155Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.53 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.52 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$929 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$547 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$462 Million6.12% of portfolio