Vista Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vista Investment Management
- $237 Million
- Q1 2024
A detailed history of Vista Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vista Investment Management holds 61,251 shares of SPDW stock, worth $2.18 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
61,251
Previous 61,004
0.4%
Holding current value
$2.18 Million
Previous $2.07 Million
5.83%
% of portfolio
0.93%
Previous 0.98%
Shares
26 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