Financial Advisory Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Financial Advisory Group
- $552 Million
- Q1 2024
A detailed history of Financial Advisory Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advisory Group holds 1,242,649 shares of SPDW stock, worth $42.7 Million. This represents 8.06% of its overall portfolio holdings.
Number of Shares
1,242,649
Previous 1,175,414
5.72%
Holding current value
$42.7 Million
Previous $40 Million
11.41%
% of portfolio
8.06%
Previous 7.78%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$937 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$604 Million16.39% of portfolio