Lodestone Wealth Management LLC Spdr Portfolio Transaction History

Lodestone Wealth Management LLC

$246 Billion
Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 63 shares of SPYG stock, worth $6,603. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$6,603

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 15, 2026	BUY	$102.4 - $109.39 $6,451 - $6,891	63 New	63 $6.72 Million

Others Institutions Holding SPYG

# of Institutions

1,396

Shares Held

338M

Call Options Held

247K

Put Options Held

165K

Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$4.11 Billion
1.28% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$1.89 Billion
3.6% of portfolio
Goldman Sachs Group Inc New York, NY

14.2M
Shares

$1.49 Billion
0.19% of portfolio
Allworth Financial LP

11.4M
Shares

$1.19 Billion
5.41% of portfolio
Envestnet Asset Management Inc

11M
Shares

$1.15 Billion
0.35% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC Spdr Portfolio Transaction History