Hofer & Associates. Inc Spdr Portfolio S&P 500 Value E Transaction History
Hofer & Associates. Inc
- $144 Million
- Q3 2024
A detailed history of Hofer & Associates. Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Hofer & Associates. Inc holds 204,515 shares of SPYV stock, worth $10.8 Million. This represents 7.48% of its overall portfolio holdings.
Number of Shares
204,515
Previous 200,959
1.77%
Holding current value
$10.8 Million
Previous $9.79 Million
10.37%
% of portfolio
7.48%
Previous 7.59%
Shares
12 transactions
Others Institutions Holding SPYV
# of Institutions
961Shares Held
382MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP20.3MShares$1.07 Billion6.66% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.49MShares$395 Million6.25% of portfolio