Org Wealth Partners, LLC Spdr Portfolio Transaction History
Org Wealth Partners, LLC
- $233 Million
- Q2 2025
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,678 shares of SPYG stock, worth $275,941. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,678
Previous 2,718
1.47%
Holding current value
$275,941
Previous $218,000
16.97%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,313Shares Held
319MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.9 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.98 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.17 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.05 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio