Sterling Group Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Sterling Group Wealth Management, LLC
- $188 Million
- Q3 2024
A detailed history of Sterling Group Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 180,903 shares of SPYV stock, worth $9.63 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
180,903
Previous 305,464
40.78%
Holding current value
$9.63 Million
Previous $14.9 Million
35.77%
% of portfolio
5.08%
Previous 8.56%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
954Shares Held
380MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$4.01 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.92 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.06 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$473 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$391 Million6.14% of portfolio