Lifestyle Asset Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lifestyle Asset Management, Inc.
- $169 Billion
- Q1 2024
A detailed history of Lifestyle Asset Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 167,139 shares of SPDW stock, worth $6 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
167,139
Previous 168,411
0.76%
Holding current value
$6 Million
Previous $5.73 Billion
4.58%
% of portfolio
3.54%
Previous 3.18%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio