Csm Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Csm Advisors, LLC
- $2.14 Billion
- Q4 2024
A detailed history of Csm Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Csm Advisors, LLC holds 481,850 shares of SPDW stock, worth $17.7 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
481,850
Previous 242,650
98.58%
Holding current value
$17.7 Million
Previous $9.11 Million
80.47%
% of portfolio
0.77%
Previous 0.59%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
1,033Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio