Wetherby Asset Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wetherby Asset Management Inc
- $2.04 Billion
- Q4 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 $309,150. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,500
Previous 7,500
-0.0%
Holding current value
$309,150
Previous $281,000
9.25%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio