Hamilton Point Investment Advisors, LLC Spdr Portfolio Transaction History

Hamilton Point Investment Advisors, LLC

$597 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$81.74 - $91.38 $12,015 - $13,432	147 New	147 $12,000

Others Institutions Holding SPYG

# of Institutions

1,313

Shares Held

319M

Call Options Held

342K

Put Options Held

147K

Lpl Financial LLC Fort Mill, SC

37.9M
Shares

$3.9 Billion
1.27% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$1.98 Billion
3.67% of portfolio
Allworth Financial LP

11.3M
Shares

$1.17 Billion
5.37% of portfolio
Envestnet Asset Management Inc

10.2M
Shares

$1.05 Billion
0.3% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.85M
Shares

$1.02 Billion
0.24% of portfolio

About SPDR PORTFOLIO

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