Schechter Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Schechter Investment Advisors, LLC
- $945 Million
- Q4 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 72,547 shares of SPDW stock, worth $2.62 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
72,547
Previous 72,539
0.01%
Holding current value
$2.62 Million
Previous $2.72 Million
9.1%
% of portfolio
0.26%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
975Shares Held
500MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.24 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.93 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.15 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$985 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$635 Million16.39% of portfolio