New Edge Wealth, LLC Spdr Portfolio Transaction History

New Edge Wealth, LLC

$5.41 Billion
Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, New Edge Wealth, LLC holds 6,534 shares of SPYG stock, worth $595,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,534

Holding current value

$595,378

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$73.38 - $84.1 $479,464 - $549,509	6,534 New	6,534 $541,000

Others Institutions Holding SPYG

# of Institutions

1,097

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

Lpl Financial LLC Fort Mill, SC

31.4M
Shares

$2.86 Billion
1.2% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

20.6M
Shares

$1.88 Billion
3.51% of portfolio
Allworth Financial LP

13.2M
Shares

$1.2 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.82M
Shares

$712 Million
0.17% of portfolio
Morgan Stanley New York, NY

7.25M
Shares

$661 Million
0.04% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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