Portside Wealth Group, LLC Spdr Portfolio S&P 500 Value E Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Portside Wealth Group, LLC holds 163,019 shares of SPYV stock, worth $7.78 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
163,019
Previous 152,210
7.1%
Holding current value
$7.78 Million
Previous $7.78 Billion
6.95%
% of portfolio
1.36%
Previous 1.29%
Shares
11 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.73 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.98 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$972 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$829 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$438 Million0.03% of portfolio