Meritage Portfolio Management Spdr Portfolio S&P 500 Value E Transaction History
Meritage Portfolio Management
- $1.56 Billion
- Q4 2024
A detailed history of Meritage Portfolio Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Meritage Portfolio Management holds 324,253 shares of SPYV stock, worth $16.5 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
324,253
Previous 227,655
42.43%
Holding current value
$16.5 Million
Previous $12 Million
37.79%
% of portfolio
1.06%
Previous 0.74%
Shares
18 transactions
Others Institutions Holding SPYV
# of Institutions
1,085Shares Held
438MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.99 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.11 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.04 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$824 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$469 Million0.03% of portfolio