Dfpg Investments, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Dfpg Investments, LLC
- $1.29 Billion
- Q4 2023
A detailed history of Dfpg Investments, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Dfpg Investments, LLC holds 373,469 shares of SPDW stock, worth $13.1 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
373,469
Previous 367,749
1.56%
Holding current value
$13.1 Million
Previous $11.4 Million
11.38%
% of portfolio
0.98%
Previous 1.07%
Shares
21 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
468MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.09 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.86 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$994 Million7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$898 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$617 Million16.73% of portfolio