Seaside Wealth Management, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Seaside Wealth Management, Inc.
- $313 Million
- Q2 2025
A detailed history of Seaside Wealth Management, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 38,594 shares of SPYV stock, worth $2.16 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
38,594
Previous 42,168
8.48%
Holding current value
$2.16 Million
Previous $2.15 Million
6.18%
% of portfolio
0.64%
Previous 0.77%
Shares
13 transactions
Others Institutions Holding SPYV
# of Institutions
1,155Shares Held
443MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.53 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.52 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$929 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$547 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$462 Million6.12% of portfolio