Wealth Trak Capital Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealth Trak Capital Management LLC
- $116 Billion
- Q1 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 67,372 shares of SPYV stock, worth $3.32 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
67,372
Previous 52,040
29.46%
Holding current value
$3.32 Million
Previous $2.66 Billion
29.28%
% of portfolio
2.97%
Previous 2.25%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,107Shares Held
449MCall Options Held
259KPut Options Held
30.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$3.88 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.11 Billion0.89% of portfolio
-
Demars Financial Group, LLC17.4MShares$856 Million9.72% of portfolio
-
Allworth Financial LP16.2MShares$798 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$483 Million0.04% of portfolio