Alta Wealth Advisors LLC Spdr Portfolio Transaction History
Alta Wealth Advisors LLC
- $276 Million
- Q3 2025
A detailed history of Alta Wealth Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 321,743 shares of SPYG stock, worth $33.7 Million. This represents 12.2% of its overall portfolio holdings.
Number of Shares
321,743
Previous 292,109
10.14%
Holding current value
$33.7 Million
Previous $27.8 Million
20.77%
% of portfolio
12.2%
Previous 13.15%
Shares
20 transactions
Others Institutions Holding SPYG
# of Institutions
1,392Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio