Valued Retirements, Inc. Spdr Portfolio Transaction History

Valued Retirements, Inc.

$72.6 Billion
Q3 2024

A detailed history of Valued Retirements, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Valued Retirements, Inc. holds 3,004 shares of SPYG stock, worth $273,514. This represents 0.34% of its overall portfolio holdings.

Number of Shares

3,004

Holding current value

$273,514

% of portfolio

0.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$73.38 - $84.1 $220,433 - $252,636	3,004 New	3,004 $249 Million

Others Institutions Holding SPYG

# of Institutions

1,098

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.86 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.88 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.2 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$712 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$661 Million
0.04% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Valued Retirements, Inc. Spdr Portfolio Transaction History