Sage View Advisory Group, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
Shares
	  5 transactions
	
  Others Institutions Holding SPIP
# of Institutions
239Shares Held
28.3MCall Options Held
12.5KPut Options Held
0- 
    
      State Street Corp Boston, MA3.78MShares$100 Million0.0% of portfolio
- 
    
      Cwm, LLC3.54MShares$93.7 Million0.28% of portfolio
- 
    
      Charles Schwab Investment Management Inc San Francisco, CA3.21MShares$84.9 Million0.02% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC1.4MShares$37.2 Million0.01% of portfolio
- 
    
      3 Edge Asset Management, LP1.28MShares$33.8 Million2.41% of portfolio