Ballast Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ballast Advisors LLC
- $314 Million
- Q2 2024
A detailed history of Ballast Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ballast Advisors LLC holds 38,675 shares of SPDW stock, worth $1.41 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
38,675
Previous 39,292
1.57%
Holding current value
$1.41 Million
Previous $1.41 Million
3.69%
% of portfolio
0.43%
Previous 0.48%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio