Cerro Pacific Wealth Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History
Cerro Pacific Wealth Advisors LLC
- $359 Million
- Q3 2025
A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 6,846 shares of SPYV stock, worth $384,539. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,846
Previous 10,104
32.24%
Holding current value
$384,539
Previous $528,000
28.41%
% of portfolio
0.11%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,182Shares 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