Symphony Financial, Ltd. Co. Spdr Portfolio S&P 500 Value E Transaction History
Symphony Financial, Ltd. Co.
- $546 Million
- Q2 2024
A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 236,996 shares of SPYV stock, worth $12.3 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
236,996
Previous 219,523
7.96%
Holding current value
$12.3 Million
Previous $11 Million
5.03%
% of portfolio
2.12%
Previous 2.57%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio