Private Wealth Asset Management, LLC Spdr Portfolio Transaction History
Private Wealth Asset Management, LLC
- $800 Million
- Q3 2025
A detailed history of Private Wealth Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Private Wealth Asset Management, LLC holds 2,824 shares of SPYG stock, worth $295,983. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,824
Previous 1,574
79.42%
Holding current value
$295,983
Previous $150 Million
99.8%
% of portfolio
0.04%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,389Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio