Financial Perspectives, Inc Spdr Portfolio Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Financial Perspectives, Inc holds 54 shares of SPYG stock, worth $4,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,433

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$81.74 - $91.38 $4,413 - $4,934	54 New	54 $4.75 Million

Others Institutions Holding SPYG

# of Institutions

1,223

Shares Held

323M

Call Options Held

1.22M

Put Options Held

95.9K

Lpl Financial LLC Fort Mill, SC

34M
Shares

$2.79 Billion
1.26% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.1M
Shares

$1.65 Billion
3.73% of portfolio
Envestnet Asset Management Inc

16.8M
Shares

$1.38 Billion
0.49% of portfolio
Allworth Financial LP

12.2M
Shares

$1.01 Billion
6.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.15M
Shares

$669 Million
0.19% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
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Financial Perspectives, Inc Spdr Portfolio Transaction History