United Asset Strategies, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
United Asset Strategies, Inc.
- $1.07 Billion
- Q3 2024
A detailed history of United Asset Strategies, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, United Asset Strategies, Inc. holds 14,265 shares of SPDW stock, worth $503,269. This represents 0.05% of its overall portfolio holdings.
Number of Shares
14,265
Previous 13,198
8.08%
Holding current value
$503,269
Previous $462,000
15.8%
% of portfolio
0.05%
Previous 0.05%
Shares
29 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