Retirement Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Retirement Group, LLC holds 14,570 shares of SPYV stock, worth $775,852. This represents 0.27% of its overall portfolio holdings.
Number of Shares
14,570
Previous 8,620
69.03%
Holding current value
$775,852
Previous $401,000
81.8%
% of portfolio
0.27%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.01 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.92 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.06 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$473 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio