Compass Financial Services Inc Spdr Portfolio Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Compass Financial Services Inc holds 33,914 shares of SPYG stock, worth $3.52 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
33,914
Previous 30,578
10.91%
Holding current value
$3.52 Million
Previous $2.46 Billion
31.54%
% of portfolio
1.57%
Previous 1.29%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,347Shares Held
319MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio