Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $392 Million
- Q2 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 80,757 shares of SPYG stock, worth $8.53 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
80,757
Previous 79,414
1.69%
Holding current value
$8.53 Million
Previous $6.36 Million
20.98%
% of portfolio
1.96%
Previous 1.71%
Shares
15 transactions
Others Institutions Holding SPYG
# of Institutions
1,317Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$4 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.03 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.2 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.08 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.04 Billion0.24% of portfolio