Soa Wealth Advisors, Llc. Spdr Portfolio S&P 500 Value E Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 236,701 shares of SPYV stock, worth $12.6 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
236,701
Previous 324,274
27.01%
Holding current value
$12.6 Million
Previous $16.4 Million
24.54%
% of portfolio
1.38%
Previous 1.93%
Shares
6 transactions
Others Institutions Holding SPYV
# of Institutions
1,125Shares Held
454MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.2 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.28 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$927 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$864 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$523 Million0.04% of portfolio