Journey Strategic Wealth LLC Spdr Portfolio S&P 500 Value E Transaction History
Journey Strategic Wealth LLC
- $3.41 Billion
- Q3 2025
A detailed history of Journey Strategic Wealth LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 444,830 shares of SPYV stock, worth $25 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
444,830
Previous 398,782
11.55%
Holding current value
$25 Million
Previous $20.9 Million
17.92%
% of portfolio
0.72%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,180Shares 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