Uptown Financial Advisors LLC Spdr Portfolio Transaction History
Uptown Financial Advisors LLC
- $117 Billion
- Q2 2025
A detailed history of Uptown Financial Advisors LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 49,410 shares of SPYG stock, worth $4.91 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
49,410
Previous 44,368
11.36%
Holding current value
$4.91 Million
Previous $3.57 Billion
32.08%
% of portfolio
4.03%
Previous 3.64%
Shares
3 transactions
Others Institutions Holding SPYG
# of Institutions
1,286Shares Held
317MCall Options Held
587KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.76 Billion1.27% 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