Rockline Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Rockline Wealth Management, LLC
- $472 Million
- Q3 2025
A detailed history of Rockline Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 3,647 shares of SPYV stock, worth $204,851. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,647
Previous 3,935
7.32%
Holding current value
$204,851
Previous $206 Million
99.9%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,179Shares 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