Wealth Quarterback LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wealth Quarterback LLC
- $192 Million
- Q3 2024
A detailed history of Wealth Quarterback LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wealth Quarterback LLC holds 89,107 shares of SPDW stock, worth $3.14 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
89,107
Previous 88,661
0.5%
Holding current value
$3.14 Million
Previous $3.11 Million
7.59%
% of portfolio
1.74%
Previous 1.77%
Shares
5 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