Orgel Wealth Management, LLC Spdr Portfolio Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
A detailed history of Orgel Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 3,895,752 shares of SPYG stock, worth $369 Million. This represents 9.46% of its overall portfolio holdings.
Number of Shares
3,895,752
Previous 3,692,948
5.49%
Holding current value
$369 Million
Previous $296 Million
25.51%
% of portfolio
9.46%
Previous 8.16%
Shares
13 transactions
Others Institutions Holding SPYG
# of Institutions
1,235Shares Held
306MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.42 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.87 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.06 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$828 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$726 Million0.05% of portfolio