Kwb Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kwb Wealth
- $806 Million
- Q3 2024
A detailed history of Kwb Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kwb Wealth holds 1,196,984 shares of SPDW stock, worth $43.5 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
1,196,984
Previous 1,556,526
23.1%
Holding current value
$43.5 Million
Previous $54.6 Million
17.66%
% of portfolio
5.58%
Previous 7.44%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
937Shares Held
485MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.19 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.94 Billion1.99% of portfolio
-
Allworth Financial LP29.3MShares$1.06 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$638 Million16.46% of portfolio