Private Client Services, LLC Spdr Portfolio S&P 500 Value E Transaction History
Private Client Services, LLC
- $257 Billion
- Q2 2025
A detailed history of Private Client Services, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Private Client Services, LLC holds 31,887 shares of SPYV stock, worth $1.74 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
31,887
Previous 33,438
4.64%
Holding current value
$1.74 Million
Previous $1.71 Billion
2.26%
% of portfolio
0.65%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.43 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.47 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$909 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$535 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$452 Million6.12% of portfolio