Mason & Associates, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mason & Associates, LLC
- $335 Billion
- Q4 2024
A detailed history of Mason & Associates, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mason & Associates, LLC holds 362,720 shares of SPDW stock, worth $13.1 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
362,720
Previous 340,833
6.42%
Holding current value
$13.1 Million
Previous $12.8 Billion
3.3%
% of portfolio
3.7%
Previous 3.92%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
971Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio