Gladstone Institutional Advisory LLC Spdr Portfolio S&P 500 Value E Transaction History
Gladstone Institutional Advisory LLC
- $2.5 Billion
- Q3 2025
A detailed history of Gladstone Institutional Advisory LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 729,887 shares of SPYV stock, worth $41 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
729,887
Previous 724,756
0.71%
Holding current value
$41 Million
Previous $37 Million
9.11%
% of portfolio
1.62%
Previous 1.79%
Shares
19 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