Baystate Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Baystate Wealth Management LLC holds 2,996,341 shares of SPDW stock, worth $121 Million. This represents 7.48% of its overall portfolio holdings.
Number of Shares
2,996,341
Previous 2,887,068
3.78%
Holding current value
$121 Million
Previous $89.5 Million
13.83%
% of portfolio
7.48%
Previous 7.38%
Shares
26 transactions
Others Institutions Holding SPDW
# of Institutions
1,100Shares Held
554MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.49 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Cwm, LLC13MShares$523 Million1.88% of portfolio