Dynasty Wealth Management, LLC Spdr Portfolio Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 3,095,856 shares of SPYG stock, worth $308 Million. This represents 5.03% of its overall portfolio holdings.
Number of Shares
3,095,856
Previous 3,756,820
17.59%
Holding current value
$308 Million
Previous $302 Billion
2.26%
% of portfolio
5.03%
Previous 5.03%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,299Shares Held
314MCall Options Held
587KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.76 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.96 Billion3.4% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$867 Million0.2% of portfolio