Fernwood Investment Management, LLC Spdr Portfolio Transaction History
Fernwood Investment Management, LLC
- $319 Million
- Q2 2024
A detailed history of Fernwood Investment Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 31,767 shares of SPYG stock, worth $2.62 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
31,767
Previous 30,780
3.21%
Holding current value
$2.62 Million
Previous $2.25 Million
13.06%
% of portfolio
0.8%
Previous 0.52%
Shares
20 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio