Portside Wealth Group, LLC Spdr Portfolio Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 190,185 shares of SPYG stock, worth $15.5 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
190,185
Previous 178,286
6.67%
Holding current value
$15.5 Million
Previous $15.7 Billion
2.46%
% of portfolio
2.49%
Previous 2.59%
Shares
11 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.77 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.64 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.37 Billion0.49% of portfolio
-
Horizon Financial Services, LLC16MShares$1.31 Billion4.61% of portfolio
-
Allworth Financial LP12.2MShares$999 Million6.21% of portfolio