W.G. Shaheen & Associates Dba Whitney & CO Spdr Portfolio S&P 500 Value E Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-185 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	185 New	185 $5,000

Others Institutions Holding SPYV

# of Institutions

954

Shares Held

380M

Call Options Held

307K

Put Options Held

3.5K

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

75.2M
Shares

$4.01 Billion
8.17% of portfolio
Lpl Financial LLC Fort Mill, SC

36M
Shares

$1.92 Billion
0.89% of portfolio
Allworth Financial LP

19.8M
Shares

$1.06 Billion
6.25% of portfolio
Morgan Stanley New York, NY

8.89M
Shares

$473 Million
0.03% of portfolio
Valmark Advisers, Inc.

7.35M
Shares

$391 Million
6.14% of portfolio

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