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 $109 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
$109 Million
Previous $89.5 Million
13.83%
% of portfolio
7.48%
Previous 7.38%
Shares
26 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