Org Wealth Partners, LLC Spdr Portfolio Transaction History
Org Wealth Partners, LLC
- $269 Million
- Q3 2025
A detailed history of Org Wealth Partners, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,678 shares of SPYG stock, worth $280,681. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,678
Previous 2,678
-0.0%
Holding current value
$280,681
Previous $255,000
9.41%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,389Shares 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