Moneta Group Investment Advisors LLC Spdr Portfolio Transaction History
Moneta Group Investment Advisors LLC
- $8.23 Billion
- Q2 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 26,046 shares of SPYG stock, worth $2.7 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,046
              Previous 22,404
              
        
           16.26%
        
      
          
        Holding current value
$2.7 Million
            Previous $1.8 Million
            
        
           37.89%
        
      
          
        % of portfolio
0.03%
            Previous 0.03%
          
        Shares
	  34 transactions
	
  Others Institutions Holding SPYG
# of Institutions
1,353Shares 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