Marion Wealth Management Spdr Portfolio Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Spdr Portfolio stock. As of the latest transaction made, Marion Wealth Management holds 79,414 shares of SPYG stock, worth $6.08 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
79,414
Previous 88,596
10.36%
Holding current value
$6.08 Million
Previous $7.79 Million
18.3%
% of portfolio
1.71%
Previous 2.08%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
1,218Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.61 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.54 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.29 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$938 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$624 Million0.19% of portfolio