Retirement Planning Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Retirement Planning Group holds 9,260 shares of SPDW stock, worth $319,192. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,260
Previous 9,313
0.57%
Holding current value
$319,192
Previous $326,000
6.44%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
957Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.13 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.84 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.03 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$940 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$606 Million16.39% of portfolio