Strategic Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Strategic Asset Management, LLC
- $57.7 Million
- Q3 2022
A detailed history of Strategic Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategic Asset Management, LLC holds 2,477 shares of SPDW stock, worth $85,010. This represents 1.11% of its overall portfolio holdings.
Number of Shares
2,477
Previous 21,398
88.42%
Holding current value
$85,010
Previous $617,000
3.57%
% of portfolio
1.11%
Previous 0.99%
Shares
5 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