Bogart Wealth, LLC Spdr Portfolio Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Bogart Wealth, LLC holds 4,191 shares of SPYG stock, worth $442,653. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,191
Previous 4,187
0.1%
Holding current value
$442,653
Previous $336,000
18.75%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,319Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$4 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.03 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.2 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.08 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.04 Billion0.24% of portfolio