Capital Planning Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Capital Planning Advisors, LLC
- $555 Million
- Q1 2024
A detailed history of Capital Planning Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 18,898 shares of SPDW stock, worth $677,871. This represents 0.12% of its overall portfolio holdings.
Number of Shares
18,898
Previous 16,253
16.27%
Holding current value
$677,871
Previous $552,000
22.64%
% of portfolio
0.12%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio