Sherman Wealth Management LLC Spdr Portfolio Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sherman Wealth Management LLC holds 10,481 shares of SPYG stock, worth $1.1 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
10,481Holding current value
$1.1 Million% of portfolio
1.09%Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,390Shares 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
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Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
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Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio