Sanchez Wealth Management Group Spdr Portfolio Transaction History
Sanchez Wealth Management Group
- $386 Million
- Q2 2025
A detailed history of Sanchez Wealth Management Group transactions in Spdr Portfolio stock. As of the latest transaction made, Sanchez Wealth Management Group holds 132,820 shares of SPYG stock, worth $13.7 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
132,820
Previous 127,895
3.85%
Holding current value
$13.7 Million
Previous $10.2 Million
23.56%
% of portfolio
3.28%
Previous 3.0%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,313Shares Held
319MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.9 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.98 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.17 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.05 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio