Mason & Associates, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mason & Associates, LLC
- $327 Billion
- Q3 2024
A detailed history of Mason & Associates, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mason & Associates, LLC holds 340,833 shares of SPDW stock, worth $12 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
340,833
Previous 327,942
3.93%
Holding current value
$12 Million
Previous $11.5 Billion
11.28%
% of portfolio
3.92%
Previous 3.78%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
949Shares Held
485MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$960 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$619 Million16.39% of portfolio