Legacy Financial Group LLC Spdr Portfolio S&P 500 Value E Transaction History
Legacy Financial Group LLC
- $567 Million
- Q1 2025
A detailed history of Legacy Financial Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Legacy Financial Group LLC holds 208,765 shares of SPYV stock, worth $9.92 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
208,765
Previous 197,992
5.44%
Holding current value
$9.92 Million
Previous $10.1 Million
4.39%
% of portfolio
1.86%
Previous 1.88%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,091Shares Held
442MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.72 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.97 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$968 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$826 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$437 Million0.03% of portfolio