Kestra Private Wealth Services, LLC Spdr Portfolio Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 375,373 shares of SPYG stock, worth $38.9 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
375,373
Previous 363,477
3.27%
Holding current value
$38.9 Million
Previous $29.2 Million
22.48%
% of portfolio
0.54%
Previous 0.51%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,357Shares Held
324MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio