Yhb Investment Advisors, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Yhb Investment Advisors, Inc.
- $1.34 Billion
- Q3 2025
A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 8,745 shares of SPYV stock, worth $479,575. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,745
              Previous 8,581
              
        
           1.91%
        
      
          
        Holding current value
$479,575
            Previous $449,000
            
        
           7.57%
        
      
          
        % of portfolio
0.04%
            Previous 0.04%
          
        Shares
	  3 transactions
	
  Others Institutions Holding SPYV
# of Institutions
1,160Shares Held
444MCall 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