Potentia Wealth Spdr Portfolio S&P 500 Value E Transaction History
Potentia Wealth
- $262 Billion
- Q3 2025
A detailed history of Potentia Wealth transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Potentia Wealth holds 441,335 shares of SPYV stock, worth $24.8 Million. This represents 9.32% of its overall portfolio holdings.
Number of Shares
441,335
Previous 418,146
5.55%
Holding current value
$24.8 Million
Previous $21.9 Billion
11.58%
% of portfolio
9.32%
Previous 12.47%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,181Shares 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