Glass Jacobson Investment Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Glass Jacobson Investment Advisors LLC
- $266 Billion
- Q1 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 15,186 shares of SPDW stock, worth $544,873. This represents 0.2% of its overall portfolio holdings.
Number of Shares
15,186
Previous 12,965
17.13%
Holding current value
$544,873
Previous $441 Million
23.43%
% of portfolio
0.2%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
896Shares Held
479MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP29.3MShares$1.05 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$919 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$631 Million16.73% of portfolio