Wade Financial Advisory, Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wade Financial Advisory, Inc
- $296 Million
- Q3 2024
A detailed history of Wade Financial Advisory, Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 59,330 shares of SPDW stock, worth $2.09 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
59,330
Previous 59,666
0.56%
Holding current value
$2.09 Million
Previous $2.09 Million
6.45%
% of portfolio
0.75%
Previous 0.75%
Shares
19 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