Joule Financial, LLC Spdr Portfolio Transaction History

Joule Financial, LLC

$332 Million
Q3 2025

A detailed history of Joule Financial, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Joule Financial, LLC holds 2,591 shares of SPYG stock, worth $268,712. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,591

Holding current value

$268,712

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$94.33 - $105.31 $244,409 - $272,858	2,591 New	2,591 $270,000

Others Institutions Holding SPYG

# of Institutions

1,358

Shares Held

324M

Call Options Held

342K

Put Options Held

167K

Lpl Financial LLC Fort Mill, SC

37.9M
Shares

$3.93 Billion
1.27% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$2 Billion
3.67% of portfolio
Allworth Financial LP

11.3M
Shares

$1.18 Billion
5.37% of portfolio
Envestnet Asset Management Inc

10.2M
Shares

$1.06 Billion
0.3% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.85M
Shares

$1.02 Billion
0.24% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
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