Annapolis Financial Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Annapolis Financial Services, LLC
- $296 Million
- Q2 2024
A detailed history of Annapolis Financial Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Annapolis Financial Services, LLC holds 124,269 shares of SPDW stock, worth $4.57 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
124,269
Previous 123,333
0.76%
Holding current value
$4.57 Million
Previous $4.42 Million
1.38%
% of portfolio
1.47%
Previous 1.5%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio