Cabot Wealth Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cabot Wealth Management Inc
- $760 Million
- Q2 2024
A detailed history of Cabot Wealth Management Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cabot Wealth Management Inc holds 67,580 shares of SPDW stock, worth $2.49 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
67,580
Previous 55,625
21.49%
Holding current value
$2.49 Million
Previous $1.99 Million
18.92%
% of portfolio
0.31%
Previous 0.26%
Shares
21 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.22 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.96 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$647 Million16.46% of portfolio