Pur Efi Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History

Pur Efi Wealth, LLC

$125 Billion
Q2 2025

A detailed history of Pur Efi Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Pur Efi Wealth, LLC holds 4,389 shares of SPYV stock, worth $233,538. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,389

Holding current value

$233,538

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$45.11 - $52.34 $197,987 - $229,720	4,389 New	4,389 $230 Million

Others Institutions Holding SPYV

# of Institutions

1,127

Shares Held

438M

Call Options Held

259K

Put Options Held

30.5K

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

78.8M
Shares

$4.19 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

42.8M
Shares

$2.28 Billion
0.89% of portfolio
Allworth Financial LP

16.2M
Shares

$862 Million
4.76% of portfolio
Morgan Stanley New York, NY

9.81M
Shares

$522 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.98M
Shares

$478 Million
0.13% of portfolio

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About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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Pur Efi Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History