Sage Financial Management Group, Inc. Spdr Portfolio Transaction History
Sage Financial Management Group, Inc.
- $289 Million
- Q2 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 124,068 shares of SPYG stock, worth $12.3 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
124,068
Previous 135,562
8.48%
Holding current value
$12.3 Million
Previous $10.9 Million
8.55%
% of portfolio
4.09%
Previous 3.95%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,281Shares Held
313MCall Options Held
589KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.58 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.96 Billion3.4% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$867 Million0.2% of portfolio