N.E.W. Advisory Services LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
N.E.W. Advisory Services LLC
- $1.01 Billion
- Q3 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 697,369 shares of SPDW stock, worth $24.4 Million. This represents 2.59% of its overall portfolio holdings.
Number of Shares
697,369
Previous 710,433
1.84%
Holding current value
$24.4 Million
Previous $24.9 Million
5.1%
% of portfolio
2.59%
Previous 2.7%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio