Bfsg, LLC Spdr Portfolio Transaction History

Bfsg, LLC

$998 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 17, 2025	SELL	$80.05 - $92.39 $1,601 - $1,847	-20 Reduced 57.14%	15 $1,000
Q4 2024 Jan 31, 2025	BUY	$81.74 - $91.38 $2,860 - $3,198	35 New	35 $3,000

Others Institutions Holding SPYG

# of Institutions

1,396

Shares Held

338M

Call Options Held

247K

Put Options Held

165K

Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$4.11 Billion
1.28% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$1.89 Billion
3.6% of portfolio
Goldman Sachs Group Inc New York, NY

14.2M
Shares

$1.49 Billion
0.19% of portfolio
Allworth Financial LP

11.4M
Shares

$1.19 Billion
5.41% of portfolio
Envestnet Asset Management Inc

11M
Shares

$1.15 Billion
0.35% of portfolio

About SPDR PORTFOLIO

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