Principle Wealth Partners LLC Spdr Portfolio S&P 500 Value E Transaction History
Principle Wealth Partners LLC
- $1.45 Billion
- Q2 2025
A detailed history of Principle Wealth Partners LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Principle Wealth Partners LLC holds 4,534 shares of SPYV stock, worth $248,644. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,534
Previous 4,534
-0.0%
Holding current value
$248,644
Previous $231,000
2.6%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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$4.45 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.8.51MShares$467 Million6.19% of portfolio