Brown Financial Advisors Spdr Ser Tr Fds Spdr Portfolio Transaction History
Brown Financial Advisors
- $243 Billion
- Q3 2024
A detailed history of Brown Financial Advisors transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Brown Financial Advisors holds 214,914 shares of SPDW stock, worth $7.41 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
214,914
Previous 202,950
5.9%
Holding current value
$7.41 Million
Previous $7.12 Billion
13.38%
% of portfolio
3.32%
Previous 3.18%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio