Measured Wealth Private Client Group, LLC Spdr Portfolio Transaction History
Measured Wealth Private Client Group, LLC
- $330 Million
- Q2 2025
A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 70,304 shares of SPYG stock, worth $7.29 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
70,304
Previous 75,747
7.19%
Holding current value
$7.29 Million
Previous $6.09 Million
10.09%
% of portfolio
2.03%
Previous 1.97%
Shares
27 transactions
Others Institutions Holding SPYG
# of Institutions
1,349Shares Held
319MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio