Stone Point Wealth LLC Spdr Portfolio Transaction History
Stone Point Wealth LLC
- $318 Million
- Q2 2025
A detailed history of Stone Point Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Stone Point Wealth LLC holds 48,630 shares of SPYG stock, worth $4.83 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
48,630
Previous 22,467
116.45%
Holding current value
$4.83 Million
Previous $1.81 Million
156.79%
% of portfolio
1.46%
Previous 0.62%
Shares
15 transactions
Others Institutions Holding SPYG
# of Institutions
1,281Shares Held
313MCall Options Held
589KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.58 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.96 Billion3.4% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$867 Million0.2% of portfolio