Symphony Financial, Ltd. Co. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Symphony Financial, Ltd. Co.
- $619 Million
- Q4 2024
A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 121,015 shares of SPDW stock, worth $4.36 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
121,015
Previous 108,991
11.03%
Holding current value
$4.36 Million
Previous $4.09 Million
0.9%
% of portfolio
0.67%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
971Shares Held
497MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.23 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP31.7MShares$1.14 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$982 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.39% of portfolio