Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $412 Million
- Q3 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 80,395 shares of SPYG stock, worth $8.43 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
80,395
Previous 80,757
0.45%
Holding current value
$8.43 Million
Previous $7.7 Million
9.16%
% of portfolio
2.04%
Previous 1.96%
Shares
16 transactions
Others Institutions Holding SPYG
# of Institutions
1,391Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio