Sage Financial Management Group, Inc. Spdr Portfolio Transaction History
Sage Financial Management Group, Inc.
- $32.9 Million
- Q2 2024
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 127,296 shares of SPYG stock, worth $10.5 Million. This represents 30.99% of its overall portfolio holdings.
Number of Shares
127,296
Previous 127,131
0.13%
Holding current value
$10.5 Million
Previous $9.3 Million
9.68%
% of portfolio
30.99%
Previous 4.4%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,082Shares Held
293MCall Options Held
461KPut Options Held
39.8K-
Lpl Financial LLC Fort Mill, SC30MShares$2.48 Billion1.23% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.73 Billion3.76% of portfolio
-
Allworth Financial LP12.9MShares$1.07 Billion6.7% of portfolio
-
Envestnet Asset Management Inc12.1MShares$995 Million0.34% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$618 Million0.17% of portfolio