Retirement Planning Group Spdr Portfolio S&P 500 Value E Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Retirement Planning Group holds 345,962 shares of SPYV stock, worth $19 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
345,962
Previous 353,161
2.04%
Holding current value
$19 Million
Previous $17.9 Million
1.27%
% of portfolio
1.11%
Previous 1.18%
Shares
9 transactions
Others Institutions Holding SPYV
# of Institutions
1,151Shares 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.8.27MShares$454 Million6.12% of portfolio