Beacon Financial Group Spdr Portfolio S&P 500 Value E Transaction History
Beacon Financial Group
- $944 Million
- Q3 2025
A detailed history of Beacon Financial Group transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Beacon Financial Group holds 11,793 shares of SPYV stock, worth $662,412. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,793
Previous 11,793
-0.0%
Holding current value
$662,412
Previous $617,000
5.67%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,183Shares 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