Family Wealth Group, LLC Spdr Portfolio Transaction History

Family Wealth Group, LLC

$78.3 Million
Q4 2023

A detailed history of Family Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Family Wealth Group, LLC holds 4,011 shares of SPYG stock, worth $333,394. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,011

Holding current value

$333,394

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $228,707 - $261,918	4,011 New	4,011 $260,000

Others Institutions Holding SPYG

# of Institutions

999

Shares Held

269M

Call Options Held

331K

Put Options Held

78.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.33 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.8 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.06 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$656 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$618 Million
12.32% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Family Wealth Group, LLC Spdr Portfolio Transaction History