New England Capital Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
New England Capital Financial Advisors LLC
- $205 Billion
- Q4 2024
A detailed history of New England Capital Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 228,694 shares of SPDW stock, worth $8.29 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
228,694
Previous 216,480
5.64%
Holding current value
$8.29 Million
Previous $8.13 Billion
4.0%
% of portfolio
3.81%
Previous 4.22%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
983Shares Held
504MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.42 Billion4.81% 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, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$637 Million16.39% of portfolio