Sage Financial Management Group, Inc. Spdr Portfolio Transaction History
Sage Financial Management Group, Inc.
- $313 Million
- Q3 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 122,125 shares of SPYG stock, worth $12.7 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
122,125
Previous 124,068
1.57%
Holding current value
$12.7 Million
Previous $11.8 Million
7.92%
% of portfolio
4.07%
Previous 4.09%
Shares
10 transactions
Others Institutions Holding SPYG
# of Institutions
1,347Shares 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