Brown Financial Advisory Spdr Ser Tr Fds Spdr Portfolio Transaction History
Brown Financial Advisory
- $141 Million
- Q4 2024
A detailed history of Brown Financial Advisory transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Brown Financial Advisory holds 219,460 shares of SPDW stock, worth $7.99 Million. This represents 5.32% of its overall portfolio holdings.
Number of Shares
219,460
Previous 220,111
0.3%
Holding current value
$7.99 Million
Previous $8.27 Million
9.4%
% of portfolio
5.32%
Previous 5.85%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
1,039Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.5 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.43 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$801 Million17.44% of portfolio