Golden State Equity Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History
Golden State Equity Partners
- $470 Million
- Q2 2024
A detailed history of Golden State Equity Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Golden State Equity Partners holds 23,560 shares of SPDW stock, worth $857,819. This represents 0.18% of its overall portfolio holdings.
Number of Shares
23,560
Previous 20,370
15.66%
Holding current value
$857,819
Previous $692,000
19.36%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio