Values Added Financial LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 2024
A detailed history of Values Added Financial LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Values Added Financial LLC holds 281,393 shares of SPDW stock, worth $10 Million. This represents 7.86% of its overall portfolio holdings.
Number of Shares
281,393
Previous 270,814
3.91%
Holding current value
$10 Million
Previous $9.21 Billion
9.5%
% of portfolio
7.86%
Previous 7.54%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
899Shares Held
469MCall Options Held
4.1KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA59.5MShares$2.12 Billion4.82% of portfolio
-
Creative Planning Overland Park, KS53.1MShares$1.89 Billion2.11% of portfolio
-
Allworth Financial LP28.3MShares$1.01 Billion7.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.6MShares$912 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$626 Million16.73% of portfolio