Potentia Wealth Spdr Portfolio S&P 500 Value E Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Potentia Wealth holds 379,955 shares of SPYV stock, worth $19.2 Million. This represents 8.64% of its overall portfolio holdings.

Number of Shares

379,955

Holding current value

$19.2 Million

% of portfolio

8.64%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$51.09 - $55.27 $19.4 Million - $21 Million	379,955 New	379,955 $19.4 Billion

Others Institutions Holding SPYV

# of Institutions

1,085

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

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

78.2M
Shares

$3.96 Billion
8.44% of portfolio
Lpl Financial LLC Fort Mill, SC

41.4M
Shares

$2.1 Billion
0.89% of portfolio
Allworth Financial LP

20.4M
Shares

$1.03 Billion
6.01% of portfolio
Demars Financial Group, LLC

16.1M
Shares

$817 Million
10.16% of portfolio
Morgan Stanley New York, NY

9.19M
Shares

$465 Million
0.03% 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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