Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portside Wealth Group, LLC
- $586 Billion
- Q3 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 240,874 shares of SPDW stock, worth $8.5 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
240,874
Previous 215,251
11.9%
Holding current value
$8.5 Million
Previous $7.55 Billion
19.81%
% of portfolio
1.54%
Previous 1.44%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio