Quotient Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History
Quotient Wealth Partners, LLC
- $3.65 Trillion
- Q3 2025
A detailed history of Quotient Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 4,546,337 shares of SPYV stock, worth $255 Million. This represents 6.89% of its overall portfolio holdings.
Number of Shares
4,546,337
Previous 4,384,101
3.7%
Holding current value
$255 Million
Previous $229 Billion
9.62%
% of portfolio
6.89%
Previous 6.75%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
1,181Shares Held
472MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP16.6MShares$934 Million4.32% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio