Discipline Wealth Solutions, LLC Spdr Portfolio Transaction History
Discipline Wealth Solutions, LLC
- $513 Million
- Q4 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 2,523 shares of SPYG stock, worth $264,435. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,523
Previous 2,468
2.23%
Holding current value
$264,435
Previous $257,000
2.72%
% of portfolio
0.05%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,419Shares Held
338MCall 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