Adviser Investments LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Adviser Investments LLC
- $8.03 Billion
- Q4 2024
A detailed history of Adviser Investments LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Adviser Investments LLC holds 176,497 shares of SPDW stock, worth $6.49 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
176,497
Previous 149,812
17.81%
Holding current value
$6.49 Million
Previous $5.63 Million
7.06%
% of portfolio
0.07%
Previous 0.07%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio