Steel Peak Wealth Management LLC Spdr Portfolio Transaction History
Steel Peak Wealth Management LLC
- $2.85 Billion
- Q3 2025
A detailed history of Steel Peak Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 4,997 shares of SPYG stock, worth $523,735. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,997
Previous 5,118
2.36%
Holding current value
$523,735
Previous $487,000
7.19%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
1,389Shares 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