Naples Global Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Naples Global Advisors, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Naples Global Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Naples Global Advisors, LLC holds 8,855 shares of SPDW stock, worth $312,404. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,855
Previous 9,230
4.06%
Holding current value
$312,404
Previous $323,000
2.79%
% of portfolio
0.03%
Previous 0.03%
Shares
21 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$2.18 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$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio