Granite Bay Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Granite Bay Wealth Management, LLC
- $187 Million
- Q2 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 84,817 shares of SPDW stock, worth $3.2 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
84,817
Previous 4,584,357
98.15%
Holding current value
$3.2 Million
Previous $163 Million
98.18%
% of portfolio
1.59%
Previous 1.65%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.28 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$2.01 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.11 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.05 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$663 Million16.46% of portfolio