Fernwood Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Fernwood Investment Management, LLC

$303 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPDW

# of Institutions

940

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

60.4M
Shares

$2.16 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.9 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.07 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$994 Million
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$627 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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