Ropes Wealth Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ropes Wealth Advisors LLC
- $512 Million
- Q3 2023
A detailed history of Ropes Wealth Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 50,850 shares of SPDW stock, worth $1.87 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
50,850
Previous 50,850
-0.0%
Holding current value
$1.87 Million
Previous $1.65 Million
4.72%
% of portfolio
0.31%
Previous 0.28%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,028Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio