Stone Point Wealth LLC Spdr Portfolio Transaction History
Stone Point Wealth LLC
- $347 Million
- Q3 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 46,597 shares of SPYG stock, worth $4.88 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
46,597
Previous 48,630
4.18%
Holding current value
$4.88 Million
Previous $4.64 Million
5.05%
% of portfolio
1.4%
Previous 1.46%
Shares
16 transactions
Others Institutions Holding SPYG
# of Institutions
1,392Shares 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