David Katz Spdr Portfolio Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Spdr Portfolio stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 3,212 shares of SPYG stock, worth $257,216. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,212
Previous 3,212
-0.0%
Holding current value
$257,216
Previous $208,000
12.5%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
993Shares Held
269MCall Options Held
331KPut Options Held
78.3K-
Lpl Financial LLC Fort Mill, SC28MShares$2.25 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21.7MShares$1.73 Billion3.57% of portfolio
-
Allworth Financial LP12.8MShares$1.02 Billion6.66% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.89MShares$632 Million0.16% of portfolio
-
Horizon Investments, LLC Charlotte, NC7.44MShares$596 Million12.32% of portfolio