Occidental Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Occidental Asset Management, LLC
- $565 Million
- Q2 2024
A detailed history of Occidental Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Occidental Asset Management, LLC holds 97,977 shares of SPDW stock, worth $3.7 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
97,977
Previous 105,333
6.98%
Holding current value
$3.7 Million
Previous $3.78 Million
8.95%
% of portfolio
0.61%
Previous 0.71%
Shares
24 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$2.28 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$2.01 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.11 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.05 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$663 Million16.46% of portfolio