Mark Sheptoff Financial Planning, LLC Spdr Portfolio Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 138 shares of SPYG stock, worth $14,463. This represents 0.01% of its overall portfolio holdings.
Number of Shares
138
Previous 138
-0.0%
Holding current value
$14,463
Previous $13,000
7.69%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares 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