Willner & Heller, LLC Spdr Portfolio Transaction History
Willner & Heller, LLC
- $134 Million
- Q4 2025
A detailed history of Willner & Heller, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Willner & Heller, LLC holds 8,531 shares of SPYG stock, worth $894,134. This represents 0.67% of its overall portfolio holdings.
Number of Shares
8,531
Previous 8,635
1.2%
Holding current value
$894,134
Previous $902,000
0.89%
% of portfolio
0.67%
Previous 0.73%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
1,390Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio