Robertson Stephens Wealth Management, LLC Spdr Portfolio Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,330 shares of SPYG stock, worth $449,064. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,330
Previous 4,330
-0.0%
Holding current value
$449,064
Previous $346,000
19.08%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,349Shares Held
319MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio