United Financial Planning Group LLC Spdr Portfolio Transaction History
United Financial Planning Group LLC
- $159 Billion
- Q3 2025
A detailed history of United Financial Planning Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, United Financial Planning Group LLC holds 242 shares of SPYG stock, worth $25,364. This represents 0.02% of its overall portfolio holdings.
Number of Shares
242Holding current value
$25,364% of portfolio
0.02%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
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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