Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 79,414 shares of SPYG stock, worth $7.12 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
79,414
Previous 88,596
10.36%
Holding current value
$7.12 Million
Previous $7.79 Million
18.3%
% of portfolio
1.71%
Previous 2.08%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
1,229Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.24 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.77 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.01 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$783 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$687 Million0.05% of portfolio