K2 Financial Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

K2 Financial Inc.

$101 Billion
Q4 2024

A detailed history of K2 Financial Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, K2 Financial Inc. holds 6,165 shares of SPDW stock, worth $222,803. This represents 0.21% of its overall portfolio holdings.

Number of Shares

6,165

Holding current value

$222,803

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$34.13 - $37.35 $210,411 - $230,262	6,165 New	6,165 $209 Million

Others Institutions Holding SPDW

# of Institutions

975

Shares Held

500M

Call Options Held

500

Put Options Held

200

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

61.9M
Shares

$2.24 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.93 Billion
1.99% of portfolio
Allworth Financial LP

31.7M
Shares

$1.15 Billion
6.24% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$985 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$635 Million
16.39% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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