Wallace Advisory Group, LLC Spdr Portfolio Transaction History
Wallace Advisory Group, LLC
- $138 Billion
- Q2 2025
A detailed history of Wallace Advisory Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 13,177 shares of SPYG stock, worth $1.39 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
13,177
Previous 13,193
0.12%
Holding current value
$1.39 Million
Previous $1.16 Billion
8.68%
% of portfolio
0.77%
Previous 0.8%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,319Shares Held
318MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$4 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2.03 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.2 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.08 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.04 Billion0.24% of portfolio