Arete Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Arete Wealth Advisors, LLC
- $1.22 Billion
- Q2 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 184,852 shares of SPDW stock, worth $6.61 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
184,852
Previous 179,616
2.92%
Holding current value
$6.61 Million
Previous $6.44 Million
0.59%
% of portfolio
0.53%
Previous 0.61%
Shares
25 transactions
Others Institutions Holding SPDW
# of Institutions
943Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$975 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$629 Million16.46% of portfolio