N.E.W. Advisory Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
N.E.W. Advisory Services LLC
- $899 Million
- Q1 2024
A detailed history of N.E.W. Advisory Services LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 979,099 shares of SPDW stock, worth $34.9 Million. This represents 3.9% of its overall portfolio holdings.
Number of Shares
979,099
Previous 952,720
2.77%
Holding current value
$34.9 Million
Previous $32.4 Million
8.3%
% of portfolio
3.9%
Previous 3.94%
Shares
17 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