Erts Wealth Advisors, LLC Spdr Portfolio Transaction History
Erts Wealth Advisors, LLC
- $290 Million
- Q2 2025
A detailed history of Erts Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 374,688 shares of SPYG stock, worth $37.2 Million. This represents 12.32% of its overall portfolio holdings.
Number of Shares
374,688
Previous 723,250
48.19%
Holding current value
$37.2 Million
Previous $58.1 Million
38.56%
% of portfolio
12.32%
Previous 11.3%
Shares
22 transactions
Others Institutions Holding SPYG
# of Institutions
1,307Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.76 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.91 Billion3.67% 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, MN9.85MShares$979 Million0.24% of portfolio