Clear Investment Research, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Clear Investment Research, LLC

$76.5 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$29.46 - $34.07 $104,052 - $120,335	3,532 New	3,532 $120,000

Others Institutions Holding SPDW

# of Institutions

932

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$2.22 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.3M
Shares

$1.96 Billion
2.0% of portfolio
Allworth Financial LP

29.3M
Shares

$1.08 Billion
6.64% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1.02 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$647 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.