Destination Wealth Management Spdr Portfolio Aggregate Bond Call Options Transaction History
Destination Wealth Management
- $3.3 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPAB
# of Institutions
547Shares Held
293MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
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Cwm, LLC17MShares$443 Million1.32% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
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Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio