Smallwood Wealth Investment Management, LLC Spdr Portfolio S&P 500 Value E Put Options Transaction History

Smallwood Wealth Investment Management, LLC

$137 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPYV

# of Institutions

1,012

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

76.7M
Shares

$3.96 Billion
8.32% of portfolio
Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$2.02 Billion
0.95% of portfolio
Allworth Financial LP

20.3M
Shares

$1.05 Billion
6.66% of portfolio
Envestnet Asset Management Inc

12.6M
Shares

$650 Million
0.22% of portfolio
Morgan Stanley New York, NY

9.59M
Shares

$495 Million
0.04% of portfolio

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