Diversify Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Diversify Advisory Services, LLC
- $1.82 Trillion
- Q2 2024
A detailed history of Diversify Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 261,180 shares of SPDW stock, worth $9.51 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
261,180
Previous 435,619
40.04%
Holding current value
$9.51 Million
Previous $15.5 Billion
40.2%
% of portfolio
0.51%
Previous 0.92%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio