Meritage Portfolio Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Meritage Portfolio Management
- $1.56 Billion
- Q4 2024
A detailed history of Meritage Portfolio Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Meritage Portfolio Management holds 9,721 shares of SPDW stock, worth $365,995. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,721
Previous 10,338
5.97%
Holding current value
$365,995
Previous $388,000
14.69%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
1,041Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.59 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.51 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.06 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$828 Million17.44% of portfolio