Mission Wealth Management, LP Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Mission Wealth Management, LP

$4.1 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPDW

# of Institutions

956

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.13 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.84 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.03 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$940 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$606 Million
16.39% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

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