Hbk Sorce Advisory LLC Spdr Portfolio Transaction History

Hbk Sorce Advisory LLC

$3.02 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 14, 2025	BUY	$94.33 - $105.31 $1.09 Million - $1.21 Million	11,514 New	11,514 $1.2 Million

Others Institutions Holding SPYG

# of Institutions

1,364

Shares Held

325M

Call Options Held

342K

Put Options Held

167K

Lpl Financial LLC Fort Mill, SC

37.9M
Shares

$4.07 Billion
1.27% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$2.07 Billion
3.67% of portfolio
Allworth Financial LP

11.3M
Shares

$1.22 Billion
5.37% of portfolio
Envestnet Asset Management Inc

11M
Shares

$1.18 Billion
0.35% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.85M
Shares

$1.06 Billion
0.24% of portfolio

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