Sfg Wealth Management, Llc. Spdr Portfolio Transaction History
Sfg Wealth Management, Llc.
- $194 Million
- Q1 2025
A detailed history of Sfg Wealth Management, Llc. transactions in Spdr Portfolio stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 10,427 shares of SPYG stock, worth $935,197. This represents 0.43% of its overall portfolio holdings.
Number of Shares
10,427
Previous 10,476
0.47%
Holding current value
$935,197
Previous $920,000
8.91%
% of portfolio
0.43%
Previous 0.5%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
1,227Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.24 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.77 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.01 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$783 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$687 Million0.05% of portfolio