Motive Wealth Advisors Spdr Portfolio S&P 500 Value E Transaction History
Motive Wealth Advisors
- $186 Million
- Q1 2025
A detailed history of Motive Wealth Advisors transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Motive Wealth Advisors holds 109,696 shares of SPYV stock, worth $5.55 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
109,696
Previous 108,848
0.78%
Holding current value
$5.55 Million
Previous $5.57 Million
0.23%
% of portfolio
2.99%
Previous 3.01%
Shares
15 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares Held
440MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.96 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.1 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.03 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$817 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$465 Million0.03% of portfolio