Sfmg, LLC Spdr Portfolio Transaction History

Sfmg, LLC

$1.21 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$50.47 - $67.39 $167,509 - $223,667	-3,319 Closed	0 $0
Q3 2021 Nov 01, 2021	SELL	$63.23 - $68.45 $63 - $68	-1 Reduced 0.03%	3,319 $212,000
Q2 2021 Aug 06, 2021	BUY	$57.17 - $63.06 $189,804 - $209,359	3,320 New	3,320 $209,000

Others Institutions Holding SPYG

# of Institutions

1,096

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.72 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.79 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.14 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$677 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$628 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
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