Spartan Planning & Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 102,983 shares of SPDW stock, worth $3.53 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
102,983
Previous 200,728
48.7%
Holding current value
$3.53 Million
Previous $6.22 Million
43.73%
% of portfolio
3.91%
Previous 7.42%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$936 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$603 Million16.39% of portfolio