Yoffe Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Yoffe Investment Management, LLC
- $76.9 Billion
- Q3 2025
A detailed history of Yoffe Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 6,841 shares of SPDW stock, worth $299,362. This represents 0.38% of its overall portfolio holdings.
Number of Shares
6,841
Previous 6,841
-0.0%
Holding current value
$299,362
Previous $277 Million
5.68%
% of portfolio
0.38%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,199Shares Held
609MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio