Svb Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History
Svb Wealth LLC
- $1.85 Billion
- Q2 2025
A detailed history of Svb Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Svb Wealth LLC holds 65,766 shares of SPYV stock, worth $3.61 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
65,766
Previous 85,753
23.31%
Holding current value
$3.61 Million
Previous $4.38 Million
21.4%
% of portfolio
0.19%
Previous 0.18%
Shares
18 transactions
Others Institutions Holding SPYV
# of Institutions
1,154Shares Held
444MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.27MShares$454 Million6.12% of portfolio