Napa Wealth Management Spdr Portfolio Transaction History

Napa Wealth Management

$231 Billion
Q4 2024

A detailed history of Napa Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Napa Wealth Management holds 3,103 shares of SPYG stock, worth $277,997. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,103

Holding current value

$277,997

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$81.74 - $91.38 $253,639 - $283,552	3,103 New	3,103 $273 Million

Others Institutions Holding SPYG

# of Institutions

1,215

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

Lpl Financial LLC Fort Mill, SC

34M
Shares

$3.05 Billion
1.26% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.1M
Shares

$1.8 Billion
3.73% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.51 Billion
0.49% of portfolio
Allworth Financial LP

12.2M
Shares

$1.1 Billion
6.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.15M
Shares

$730 Million
0.19% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
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Napa Wealth Management Spdr Portfolio Transaction History