Newport Capital Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Newport Capital Group, LLC
- $126 Million
- Q2 2024
A detailed history of Newport Capital Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Newport Capital Group, LLC holds 14,838 shares of SPDW stock, worth $542,922. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,838
Previous 10,734
38.23%
Holding current value
$542,922
Previous $332,000
56.63%
% of portfolio
0.41%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.21 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.95 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.02 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$643 Million16.46% of portfolio