Strategic Wealth Advisors Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 1,196,499 shares of SPYV stock, worth $63 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
1,196,499
Previous 1,165,750
2.64%
Holding current value
$63 Million
Previous $43.3 Million
4.79%
% of portfolio
1.77%
Previous 1.83%
Shares
16 transactions
Others Institutions Holding SPYV
# of Institutions
937Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.96 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.89 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.04 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$468 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$387 Million6.14% of portfolio