Vest Gen Advisors, LLC Spdr Portfolio Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 258,161 shares of SPYG stock, worth $21.2 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

258,161

Holding current value

$21.2 Million

% of portfolio

0.94%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$80.05 - $92.39 $20.7 Million - $23.9 Million	258,161 New	258,161 $20.7 Billion

Others Institutions Holding SPYG

# of Institutions

1,225

Shares Held

310M

Call Options Held

1.16M

Put Options Held

80.7K

Lpl Financial LLC Fort Mill, SC

36.1M
Shares

$2.96 Billion
1.18% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.7M
Shares

$1.62 Billion
3.4% of portfolio
Allworth Financial LP

11.2M
Shares

$920 Million
5.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.73M
Shares

$716 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.4M
Shares

$607 Million
0.05% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Vest Gen Advisors, LLC Spdr Portfolio Transaction History