Tallon Kerry Patrick Spdr Portfolio Transaction History

Tallon Kerry Patrick

$104 Billion
Q4 2024

A detailed history of Tallon Kerry Patrick transactions in Spdr Portfolio stock. As of the latest transaction made, Tallon Kerry Patrick holds 3,053 shares of SPYG stock, worth $272,174. This represents 0.26% of its overall portfolio holdings.

Number of Shares

3,053

Holding current value

$272,174

% of portfolio

0.26%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$81.74 - $91.38 $249,552 - $278,983	3,053 New	3,053 $268 Million

Others Institutions Holding SPYG

# of Institutions

1,099

Shares Held

280M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.8 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.84 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.17 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$697 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$647 Million
0.04% of portfolio

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