Jessup Wealth Management, Inc Spdr Portfolio Transaction History
Jessup Wealth Management, Inc
- $269 Billion
- Q3 2025
A detailed history of Jessup Wealth Management, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 5,348 shares of SPYG stock, worth $560,523. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,348
Previous 5,348
-0.0%
Holding current value
$560,523
Previous $510 Million
9.64%
% of portfolio
0.21%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,392Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio