Wealth Advisory Solutions, LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealth Advisory Solutions, LLC
- $411 Million
- Q3 2025
A detailed history of Wealth Advisory Solutions, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Advisory Solutions, LLC holds 7,154 shares of SPYV stock, worth $392,325. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,154
              Previous 7,131
              
        
           0.32%
        
      
          
        Holding current value
$392,325
            Previous $373,000
            
        
           5.9%
        
      
          
        % of portfolio
0.1%
            Previous 0.1%
          
        Shares
	  7 transactions
	
  Others Institutions Holding SPYV
# of Institutions
1,164Shares Held
449MCall 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