Peterson Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Peterson Wealth Management
- $161 Million
- Q2 2024
A detailed history of Peterson Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Peterson Wealth Management holds 6,375 shares of SPDW stock, worth $240,528. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,375
-0.0%
Holding current value
$240,528
Previous $228,000
2.19%
% of portfolio
0.14%
Previous 0.17%
Shares
1 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