Curio Wealth, LLC Spdr Portfolio S&P 500 Value E Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Curio Wealth, LLC holds 153 shares of SPYV stock, worth $7,972. This represents 0.0% of its overall portfolio holdings.

Number of Shares

153

Holding current value

$7,972

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$51.09 - $55.27 $7,816 - $8,456	153 New	153 $7.82 Million

Others Institutions Holding SPYV

# of Institutions

1,042

Shares Held

428M

Call Options Held

352K

Put Options Held

41.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

76.7M
Shares

$4 Billion
8.32% of portfolio
Lpl Financial LLC Fort Mill, SC

41.4M
Shares

$2.16 Billion
0.89% of portfolio
Allworth Financial LP

20.4M
Shares

$1.06 Billion
6.01% of portfolio
Envestnet Asset Management Inc

12.6M
Shares

$655 Million
0.22% of portfolio
Morgan Stanley New York, NY

9.59M
Shares

$500 Million
0.04% of portfolio

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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