Smallwood Wealth Investment Management, LLC Spdr Portfolio Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 301 shares of SPYG stock, worth $24,682. This represents 0.02% of its overall portfolio holdings.
Number of Shares
301Holding current value
$24,682% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,226Shares Held
303MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$2.96 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.62 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$920 Million5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$716 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$628 Million0.05% of portfolio