Visionary Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History
Visionary Wealth Advisors
- $1.82 Billion
- Q2 2025
A detailed history of Visionary Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Visionary Wealth Advisors holds 416,777 shares of SPYV stock, worth $22.9 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
416,777
              Previous 399,015
              
        
           4.45%
        
      
          
        Holding current value
$22.9 Million
            Previous $20.4 Million
            
        
           7.05%
        
      
          
        % of portfolio
1.2%
            Previous 1.3%
          
        Shares
	  22 transactions
	
  Others Institutions Holding SPYV
# of Institutions
1,160Shares 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.8.51MShares$467 Million6.19% of portfolio