Provenance Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History
Provenance Wealth Advisors, LLC
- $902 Billion
- Q4 2025
A detailed history of Provenance Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 430,523 shares of SPYV stock, worth $24.2 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
430,523
Previous 5,211
8161.81%
Holding current value
$24.2 Million
Previous $288 Million
8382.8%
% of portfolio
2.71%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,188Shares Held
479MCall 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