Legacy Wealth Managment, Llc/Id Spdr Index Shs Fds S Spdr Port Put Options Transaction History

Legacy Wealth Managment, Llc/Id

$120 Million
Q2 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPGM

# of Institutions

154

Shares Held

9.71M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.63M
Shares

$197 Million
0.06% of portfolio
Sequoia Financial Advisors, LLC

1.39M
Shares

$104 Million
0.71% of portfolio
Mariner, LLC Overland Park, KS

381K
Shares

$28.6 Million
0.04% of portfolio
Advance Capital Management, Inc. Southfield, MI

374K
Shares

$28 Million
1.89% of portfolio
Peak Financial Management, Inc.

371K
Shares

$27.8 Million
7.75% of portfolio

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
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