Glass Jacobson Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Glass Jacobson Investment Advisors LLC
- $305 Billion
- Q4 2024
A detailed history of Glass Jacobson Investment Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 17,835 shares of SPDW stock, worth $655,792. This represents 0.2% of its overall portfolio holdings.
Number of Shares
17,835
Previous 17,435
2.29%
Holding current value
$655,792
Previous $655 Million
7.05%
% of portfolio
0.2%
Previous 0.22%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio