Robertson Stephens Wealth Management, LLC Spdr Portfolio Transaction History
Robertson Stephens Wealth Management, LLC
- $3.21 Billion
- Q3 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 4,330 shares of SPYG stock, worth $453,827. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,330
Previous 4,330
-0.0%
Holding current value
$453,827
Previous $412,000
9.71%
% 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