Callan Capital, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Callan Capital, LLC
- $1.2 Billion
- Q2 2024
A detailed history of Callan Capital, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Callan Capital, LLC holds 1,065,841 shares of SPDW stock, worth $39.2 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
1,065,841
Previous 1,074,180
0.78%
Holding current value
$39.2 Million
Previous $38.5 Million
2.88%
% of portfolio
3.12%
Previous 3.41%
Shares
13 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