Mbl Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History
Mbl Wealth, LLC
- $1.02 Billion
- Q3 2025
A detailed history of Mbl Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Mbl Wealth, LLC holds 8,840 shares of SPYV stock, worth $484,785. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,840
Previous 8,840
-0.0%
Holding current value
$484,785
Previous $462,000
5.84%
% of portfolio
0.05%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,153Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$454 Million6.12% of portfolio