Sovran Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sovran Advisors, LLC holds 8,381 shares of SPDW stock, worth $305,319. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,381

Holding current value

$305,319

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$34.13 - $37.35 $286,043 - $313,030	8,381 New	8,381 $285 Million

Others Institutions Holding SPDW

# of Institutions

1,039

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

Creative Planning Overland Park, KS

68.7M
Shares

$2.5 Billion
2.29% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

66.7M
Shares

$2.43 Billion
4.81% of portfolio
Allworth Financial LP

31.7M
Shares

$1.16 Billion
6.24% of portfolio
Lpl Financial LLC Fort Mill, SC

28M
Shares

$1.02 Billion
0.4% of portfolio
Auto Owners Insurance CO Lansing, MI

22M
Shares

$801 Million
17.44% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Sovran Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History