United Advisor Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
United Advisor Group, LLC
- $455 Million
- Q1 2025
A detailed history of United Advisor Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, United Advisor Group, LLC holds 51,665 shares of SPYV stock, worth $2.75 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
51,665
Previous 42,564
21.38%
Holding current value
$2.75 Million
Previous $2.18 Million
21.23%
% of portfolio
0.58%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,123Shares 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