Dynasty Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 4,732,922 shares of SPYV stock, worth $266 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
4,732,922
Previous 4,189,223
12.98%
Holding current value
$266 Million
Previous $219 Billion
19.43%
% of portfolio
3.5%
Previous 3.74%
Shares
7 transactions
Others Institutions Holding SPYV
# of Institutions
1,179Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio