Coordinated Financial Services, Inc. Spdr Portfolio S&P 500 Value E Transaction History
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 14,835 shares of SPYV stock, worth $833,281. This represents 0.53% of its overall portfolio holdings.
Number of Shares
14,835
Previous 13,775
7.7%
Holding current value
$833,281
Previous $721 Million
13.84%
% of portfolio
0.53%
Previous 0.5%
Shares
3 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