Sensible Financial Planning & Management, Llc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sensible Financial Planning & Management, Llc.
- $482 Million
- Q4 2024
A detailed history of Sensible Financial Planning & Management, Llc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 253,816 shares of SPDW stock, worth $9.33 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
253,816
Previous 241,928
4.91%
Holding current value
$9.33 Million
Previous $9.09 Million
4.68%
% of portfolio
1.8%
Previous 1.79%
Shares
22 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
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