Wetherby Asset Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wetherby Asset Management Inc
- $2.08 Billion
- Q2 2024
A detailed history of Wetherby Asset Management Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,500 shares of SPDW stock, worth $268,200. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,500
Previous 7,500
-0.0%
Holding current value
$268,200
Previous $268,000
1.87%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
943Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$975 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$629 Million16.46% of portfolio