Helen Stephens Group, LLC Spdr Portfolio Transaction History

Helen Stephens Group, LLC

$327 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$50.47 - $67.39 $176,544 - $235,730	-3,498 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$59.17 - $73.03 $206,976 - $255,458	3,498 New	3,498 $232,000

Others Institutions Holding SPYG

# of Institutions

1,083

Shares Held

290M

Call Options Held

461K

Put Options Held

35.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.56 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.79 Billion
3.76% of portfolio
Allworth Financial LP

13.2M
Shares

$1.12 Billion
6.78% of portfolio
Envestnet Asset Management Inc

12.1M
Shares

$1.03 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$639 Million
0.17% of portfolio

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