Sanchez Wealth Management Group Spdr Portfolio S&P 500 Value E Transaction History
Sanchez Wealth Management Group
- $386 Million
- Q2 2025
A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 22,894 shares of SPYV stock, worth $1.26 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
22,894
Previous 31,722
27.83%
Holding current value
$1.26 Million
Previous $1.61 Million
25.4%
% of portfolio
0.31%
Previous 0.47%
Shares
19 transactions
Others Institutions Holding SPYV
# of Institutions
1,153Shares 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