Breakwater Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Breakwater Investment Management
- $224 Billion
- Q3 2024
A detailed history of Breakwater Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Breakwater Investment Management holds 62,687 shares of SPDW stock, worth $2.2 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
62,687
Previous 62,687
-0.0%
Holding current value
$2.2 Million
Previous $2.2 Billion
-0.0%
% of portfolio
0.98%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio