Wealth Trak Capital Management LLC Spdr Portfolio S&P 500 Value E Transaction History
Wealth Trak Capital Management LLC
- $121 Billion
- Q3 2025
A detailed history of Wealth Trak Capital Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wealth Trak Capital Management LLC holds 42,423 shares of SPYV stock, worth $2.38 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
42,423
Previous 67,372
37.03%
Holding current value
$2.38 Million
Previous $3.44 Billion
31.78%
% of portfolio
1.93%
Previous 2.97%
Shares
3 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