4 Wealth Advisors, Inc. Spdr Portfolio Transaction History

4 Wealth Advisors, Inc.

$99.8 Billion
Q4 2024

A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 8,200 shares of SPYG stock, worth $757,352. This represents 0.72% of its overall portfolio holdings.

Number of Shares

8,200

Holding current value

$757,352

% of portfolio

0.72%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$81.74 - $91.38 $670,268 - $749,316	8,200 New	8,200 $721 Million

Others Institutions Holding SPYG

# of Institutions

1,213

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

Lpl Financial LLC Fort Mill, SC

34M
Shares

$3.14 Billion
1.26% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.1M
Shares

$1.86 Billion
3.73% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.55 Billion
0.49% of portfolio
Allworth Financial LP

12.2M
Shares

$1.13 Billion
6.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.15M
Shares

$753 Million
0.19% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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4 Wealth Advisors, Inc. Spdr Portfolio Transaction History