Halbert Hargrove Global Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Halbert Hargrove Global Advisors, LLC
- $1.89 Billion
- Q2 2025
A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 1,565,077 shares of SPDW stock, worth $64.5 Million. This represents 3.35% of its overall portfolio holdings.
Number of Shares
1,565,077Holding current value
$64.5 Million% of portfolio
3.35%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
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Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
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Cwm, LLC14.2MShares$585 Million2.02% of portfolio