Vsm Wealth Advisory, LLC Spdr Portfolio S&P 500 Value E Transaction History

Vsm Wealth Advisory, LLC

$278 Billion
Q1 2025

A detailed history of Vsm Wealth Advisory, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 578 shares of SPYV stock, worth $29,154. This represents 0.01% of its overall portfolio holdings.

Number of Shares

578

Holding current value

$29,154

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$49.78 - $53.19 $28,772 - $30,743	578 New	578 $29.5 Million

Others Institutions Holding SPYV

# of Institutions

1,110

Shares Held

452M

Call Options Held

259K

Put Options Held

30.3K

Financial Engines Advisors L.L.C. Santa Clara, CA

78.8M
Shares

$3.98 Billion
8.66% of portfolio
Lpl Financial LLC Fort Mill, SC

42.8M
Shares

$2.16 Billion
0.89% of portfolio
Demars Financial Group, LLC

17.4M
Shares

$877 Million
9.72% of portfolio
Allworth Financial LP

16.2M
Shares

$818 Million
4.76% of portfolio
Morgan Stanley New York, NY

9.81M
Shares

$495 Million
0.04% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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Vsm Wealth Advisory, LLC Spdr Portfolio S&P 500 Value E Transaction History