O'Shaughnessy Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
O'Shaughnessy Asset Management, LLC
- $9.51 Billion
- Q2 2024
A detailed history of O'Shaughnessy Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 7,997 shares of SPDW stock, worth $297,168. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,997
Previous 6,700
19.36%
Holding current value
$297,168
Previous $240,000
16.67%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
934Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.98 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.09 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$653 Million16.46% of portfolio