Sky Oak Wealth, LLC Spdr Portfolio Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 2025
A detailed history of Sky Oak Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 29,010 shares of SPYG stock, worth $3.04 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
29,010
Previous 32,583
10.97%
Holding current value
$3.04 Million
Previous $3.11 Million
2.38%
% of portfolio
0.58%
Previous 0.63%
Shares
12 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio