Smith, Salley & Associates Spdr Ser Tr Fds Spdr Portfolio Transaction History
Smith, Salley & Associates
- $1.25 Billion
- Q1 2024
A detailed history of Smith, Salley & Associates transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Smith, Salley & Associates holds 6,880 shares of SPDW stock, worth $246,785. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,880
Previous 6,880
-0.0%
Holding current value
$246,785
Previous $233,000
5.58%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
898Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.14 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.9 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.02 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$918 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$630 Million16.73% of portfolio