Convergence Financial, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Convergence Financial, LLC

$471 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPDW

# of Institutions

938

Shares Held

486M

Call Options Held

4.4K

Put Options Held

200

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

60.4M
Shares

$2.17 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.92 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.08 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$633 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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