Barnes Wealth Management Group, Inc Spdr Portfolio S&P 500 Value E Transaction History
Barnes Wealth Management Group, Inc
- $182 Billion
- Q3 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 15,796 shares of SPYV stock, worth $887,261. This represents 0.48% of its overall portfolio holdings.
Number of Shares
15,796
Previous 17,395
9.19%
Holding current value
$887,261
Previous $910 Million
4.0%
% of portfolio
0.48%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,181Shares 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