Compass Financial Services Inc Spdr Portfolio Transaction History
Compass Financial Services Inc
- $226 Billion
- Q3 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 43,382 shares of SPYG stock, worth $4.55 Million. This represents 2.01% of its overall portfolio holdings.
Number of Shares
43,382
Previous 33,914
27.92%
Holding current value
$4.55 Million
Previous $3.23 Billion
40.25%
% of portfolio
2.01%
Previous 1.57%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,389Shares 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