Coordinated Financial Services, Inc. Spdr Portfolio Transaction History
Coordinated Financial Services, Inc.
- $156 Billion
- Q3 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 5,408 shares of SPYG stock, worth $566,812. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,408
Previous 3,537
52.9%
Holding current value
$566,812
Previous $337 Million
67.64%
% of portfolio
0.36%
Previous 0.23%
Shares
3 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