Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Strategies Wealth Advisors, LLC
- $650 Billion
- Q1 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,982,362 shares of SPDW stock, worth $71.1 Million. This represents 10.93% of its overall portfolio holdings.
Number of Shares
1,982,362
Previous 1,620,532
22.33%
Holding current value
$71.1 Million
Previous $55.1 Billion
28.91%
% of portfolio
10.93%
Previous 9.41%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall 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 LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio