Mbl Wealth, LLC Spdr Portfolio Transaction History

Mbl Wealth, LLC

$945 Million
Q2 2025

A detailed history of Mbl Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mbl Wealth, LLC holds 37,813 shares of SPYG stock, worth $3.73 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

37,813

Holding current value

$3.73 Million

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$71.83 - $95.32 $2.72 Million - $3.6 Million	37,813 New	37,813 $3.6 Million

Others Institutions Holding SPYG

# of Institutions

1,265

Shares Held

306M

Call Options Held

606K

Put Options Held

128K

Lpl Financial LLC Fort Mill, SC

36.1M
Shares

$3.56 Billion
1.18% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.7M
Shares

$1.95 Billion
3.4% of portfolio
Allworth Financial LP

11.2M
Shares

$1.11 Billion
5.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.73M
Shares

$862 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.66M
Shares

$757 Million
0.05% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

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