Financial Enhancement Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Financial Enhancement Group LLC

$610 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 08, 2019	SELL	$29.1 - $29.66 $16,732 - $17,054	-575 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	575 New	575 $17,000

Others Institutions Holding SPDW

# of Institutions

934

Shares Held

484M

Call Options Held

4.4K

Put Options Held

700

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

60.4M
Shares

$2.25 Billion
4.72% of portfolio
Creative Planning Overland Park, KS

53.3M
Shares

$1.99 Billion
2.0% of portfolio
Allworth Financial LP

29.3M
Shares

$1.09 Billion
6.64% of portfolio
Lpl Financial LLC Fort Mill, SC

27.8M
Shares

$1.04 Billion
0.5% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$655 Million
16.46% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Enhancement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Enhancement Group LLC with notifications on news.