Waypoint Wealth Counsel Spdr Portfolio Transaction History
Waypoint Wealth Counsel
- $253 Billion
- Q3 2025
A detailed history of Waypoint Wealth Counsel transactions in Spdr Portfolio stock. As of the latest transaction made, Waypoint Wealth Counsel holds 2,177 shares of SPYG stock, worth $228,171. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,177
Previous 2,157
0.93%
Holding current value
$228,171
Previous $206 Million
10.66%
% of portfolio
0.09%
Previous 0.1%
Shares
2 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