Lake Street Advisors Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lake Street Advisors Group, LLC
- $2.11 Billion
- Q1 2024
A detailed history of Lake Street Advisors Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 500,152 shares of SPDW stock, worth $17.8 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
500,152
Previous 482,593
3.64%
Holding current value
$17.8 Million
Previous $16.4 Million
9.22%
% of portfolio
0.85%
Previous 1.12%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.12 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.89 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$912 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.73% of portfolio