Williams Financial, LLC Spdr Portfolio S&P 500 Value E Transaction History
Williams Financial, LLC
- $150 Million
- Q2 2024
A detailed history of Williams Financial, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Williams Financial, LLC holds 689,786 shares of SPYV stock, worth $35.7 Million. This represents 22.38% of its overall portfolio holdings.
Number of Shares
689,786
Previous 42,988,918
98.4%
Holding current value
$35.7 Million
Previous $2.1 Billion
98.4%
% of portfolio
22.38%
Previous 21.73%
Shares
3 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$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio