Wedmont Private Capital Spdr Portfolio Transaction History

Wedmont Private Capital

$1.58 Billion
Q2 2024

A detailed history of Wedmont Private Capital transactions in Spdr Portfolio stock. As of the latest transaction made, Wedmont Private Capital holds 4,717 shares of SPYG stock, worth $381,275. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,717

Holding current value

$381,275

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$68.71 - $80.95 $324,105 - $381,841	4,717 New	4,717 $377,000

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

$2.43 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.7 Billion
3.76% of portfolio
Allworth Financial LP

12.9M
Shares

$1.04 Billion
6.7% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$975 Million
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$606 Million
0.17% of portfolio

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wedmont Private Capital, based on Form 13F filings with the SEC.

News

Stay updated on Wedmont Private Capital with notifications on news.

Account

Wedmont Private Capital Spdr Portfolio Transaction History