Waypoint Capital Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Waypoint Capital Advisors, LLC
- $389 Million
- Q2 2024
A detailed history of Waypoint Capital Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 53,387 shares of SPYV stock, worth $2.82 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
53,387
Previous 53,387
-0.0%
Holding current value
$2.82 Million
Previous $2.67 Million
2.69%
% of portfolio
0.67%
Previous 0.71%
Shares
5 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$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio