Svb Wealth LLC Spdr Portfolio Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Svb Wealth LLC holds 2 shares of SPYG stock, worth $179. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$179

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$80.05 - $92.39 $160 - $184	2 New	2 $0

Others Institutions Holding SPYG

# of Institutions

1,227

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

Lpl Financial LLC Fort Mill, SC

36.1M
Shares

$3.24 Billion
1.18% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.7M
Shares

$1.77 Billion
3.4% of portfolio
Allworth Financial LP

11.2M
Shares

$1.01 Billion
5.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.73M
Shares

$783 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.66M
Shares

$687 Million
0.05% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
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