Lake Point Wealth Management Spdr Portfolio Transaction History

Lake Point Wealth Management

$176 Million
Q2 2022

A detailed history of Lake Point Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Lake Point Wealth Management holds 1 shares of SPYG stock, worth $83. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$83

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 13, 2020	BUY	$37.77 - $42.13 $37 - $42	1 New	1 $0

Others Institutions Holding SPYG

# of Institutions

1,223

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

Lpl Financial LLC Fort Mill, SC

34M
Shares

$2.85 Billion
1.26% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.1M
Shares

$1.68 Billion
3.73% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.41 Billion
0.49% of portfolio
Allworth Financial LP

12.2M
Shares

$1.02 Billion
6.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.15M
Shares

$682 Million
0.19% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
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Lake Point Wealth Management Spdr Portfolio Transaction History