Simon Quick Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Simon Quick Advisors, LLC
- $1.73 Billion
- Q1 2025
A detailed history of Simon Quick Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 76,405 shares of SPDW stock, worth $2.77 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
76,405
Previous 76,422
0.02%
Holding current value
$2.77 Million
Previous $2.61 Million
7.59%
% of portfolio
0.16%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding SPDW
# of Institutions
1,050Shares Held
535MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.49 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.42 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.15 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$798 Million17.44% of portfolio