Helen Stephens Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Helen Stephens Group, LLC
- $288 Million
- Q2 2024
A detailed history of Helen Stephens Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Helen Stephens Group, LLC holds 6,212 shares of SPDW stock, worth $230,837. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,212
Previous 7,979
22.15%
Holding current value
$230,837
Previous $285,000
23.86%
% of portfolio
0.08%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio