Plan Group Financial, LLC Spdr Portfolio Transaction History

Plan Group Financial, LLC

$272 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$54.76 - $61.01 $2.09 Million - $2.33 Million	38,257 New	38,257 $2.33 Million

Others Institutions Holding SPYG

# of Institutions

1,226

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

Lpl Financial LLC Fort Mill, SC

36.1M
Shares

$3.17 Billion
1.18% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.7M
Shares

$1.73 Billion
3.4% of portfolio
Allworth Financial LP

11.2M
Shares

$985 Million
5.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.73M
Shares

$767 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.66M
Shares

$673 Million
0.05% of portfolio

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