Fernwood Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fernwood Investment Management, LLC
- $303 Million
- Q3 2024
A detailed history of Fernwood Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 6,523 shares of SPDW stock, worth $228,631. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,523
Previous 11,573
43.64%
Holding current value
$228,631
Previous $405,000
39.51%
% of portfolio
0.08%
Previous 0.13%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio