Rock Point Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Rock Point Advisors, LLC
- $333 Million
- Q2 2025
A detailed history of Rock Point Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rock Point Advisors, LLC holds 19,404 shares of SPDW stock, worth $839,805. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,404
Previous 15,917
21.91%
Holding current value
$839,805
Previous $579,000
35.58%
% of portfolio
0.24%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,152Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio