Phillips Financial Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Phillips Financial Management, LLC
- $1.18 Billion
- Q2 2024
A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Phillips Financial Management, LLC holds 31,861 shares of SPDW stock, worth $1.14 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
31,861
Previous 32,373
1.58%
Holding current value
$1.14 Million
Previous $1.16 Million
3.71%
% of portfolio
0.09%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
938Shares Held
484MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$996 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$628 Million16.46% of portfolio