W.G. Shaheen & Associates Dba Whitney & CO Spdr Portfolio Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-170 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	170 New	170 $6,000

Others Institutions Holding SPYG

# of Institutions

1,082

Shares Held

293M

Call Options Held

461K

Put Options Held

39.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.48 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.73 Billion
3.76% of portfolio
Allworth Financial LP

12.9M
Shares

$1.07 Billion
6.7% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$995 Million
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$618 Million
0.17% of portfolio

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