Granite Bay Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Granite Bay Wealth Management, LLC
- $176 Million
- Q1 2024
A detailed history of Granite Bay Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Granite Bay Wealth Management, LLC holds 57,010 shares of SPDW stock, worth $2.04 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
57,010
Previous 2,122,368
97.31%
Holding current value
$2.04 Million
Previous $67.7 Million
96.98%
% of portfolio
1.16%
Previous 0.61%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio