New Edge Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
New Edge Advisors, LLC
- $11.2 Billion
- Q1 2024
A detailed history of New Edge Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New Edge Advisors, LLC holds 407,871 shares of SPDW stock, worth $14.8 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
407,871
Previous 410,142
0.55%
Holding current value
$14.8 Million
Previous $13.9 Million
4.8%
% of portfolio
0.13%
Previous 0.14%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
896Shares Held
468MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.16 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.93 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.03 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$929 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$638 Million16.73% of portfolio