Surevest, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Surevest, LLC holds 26,593 shares of SPDW stock, worth $938,201. This represents 0.19% of its overall portfolio holdings.
Number of Shares
26,593
Previous 32,092
17.14%
Holding current value
$938,201
Previous $926,000
25.92%
% of portfolio
0.19%
Previous 0.24%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio