Clearstead Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,580,568 shares of SPDW stock, worth $91.9 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
2,580,568
Previous 2,543,331
1.46%
Holding current value
$91.9 Million
Previous $89.2 Million
8.64%
% of portfolio
1.54%
Previous 1.54%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
964Shares Held
490MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.2 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.13 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$970 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.39% of portfolio