New Square Capital LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
New Square Capital LLC
- $1.11 Billion
- Q1 2024
Shares
6 transactions
Others Institutions Holding SPEM
# of Institutions
743Shares Held
185MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS24.5MShares$928 Million0.98% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA17.8MShares$673 Million1.45% of portfolio
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Lpl Financial LLC Fort Mill, SC8.95MShares$339 Million0.18% of portfolio
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Allworth Financial LP6.06MShares$229 Million1.57% of portfolio
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Tiaa Trust, National Association Charlotte, NC5.42MShares$205 Million0.6% of portfolio