Alta Wealth Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History
Alta Wealth Advisors LLC
- $276 Million
- Q3 2025
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 559,646 shares of SPYV stock, worth $31.4 Million. This represents 11.24% of its overall portfolio holdings.
Number of Shares
559,646
Previous 494,328
13.21%
Holding current value
$31.4 Million
Previous $25.9 Million
19.68%
% of portfolio
11.24%
Previous 12.22%
Shares
18 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