American Financial & Tax Strategies Inc Spdr Portfolio Transaction History
American Financial & Tax Strategies Inc
- $188 Million
- Q2 2025
A detailed history of American Financial & Tax Strategies Inc transactions in Spdr Portfolio stock. As of the latest transaction made, American Financial & Tax Strategies Inc holds 68,610 shares of SPYG stock, worth $6.82 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
68,610
Previous 92,828
26.09%
Holding current value
$6.82 Million
Previous $7.46 Million
12.35%
% of portfolio
3.47%
Previous 4.11%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,299Shares Held
314MCall Options Held
587KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.76 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.96 Billion3.4% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$867 Million0.2% of portfolio