Sage Financial Management Group, Inc. Spdr Portfolio Transaction History
Sage Financial Management Group, Inc.
- $270 Million
- Q4 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 134,579 shares of SPYG stock, worth $11.1 Million. This represents 4.38% of its overall portfolio holdings.
Number of Shares
134,579
Previous 132,723
1.4%
Holding current value
$11.1 Million
Previous $11 Million
7.46%
% of portfolio
4.38%
Previous 4.27%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,227Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.81 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.66 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.39 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.01 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$674 Million0.19% of portfolio