Plan Group Financial, LLC Spdr Portfolio Transaction History

Plan Group Financial, LLC

$187 Million
Q3 2024

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

1,096

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.74 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.8 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.15 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$683 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$634 Million
0.04% of portfolio

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