Portside Wealth Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
A detailed history of Portside Wealth Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Portside Wealth Group, LLC holds 215,251 shares of SPDW stock, worth $7.84 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
215,251
Previous 205,837
4.57%
Holding current value
$7.84 Million
Previous $7.38 Billion
2.36%
% of portfolio
1.44%
Previous 1.36%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio