Fwl Investment Management, LLC Spdr Portfolio Transaction History

Fwl Investment Management, LLC

$260 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $54,349 - $64,031	791 New	791 $63,000

Others Institutions Holding SPYG

# of Institutions

1,096

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.74 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.8 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.15 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$681 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$632 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.