David Katz Spdr Portfolio Transaction History
Matrix Asset Advisors Inc
- $901 Million
- Q4 2024
A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Spdr Portfolio stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 3,411 shares of SPYG stock, worth $305,591. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,411
Previous 3,411
-0.0%
Holding current value
$305,591
Previous $282,000
6.03%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,215Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$3.05 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.8 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.51 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$1.1 Billion6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$730 Million0.19% of portfolio