Wolff Financial Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Wolff Financial Management LLC
- $135 Million
- Q2 2024
A detailed history of Wolff Financial Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Wolff Financial Management LLC holds 5,785 shares of SPDW stock, worth $214,276. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,785
Previous 5,685
1.76%
Holding current value
$214,276
Previous $204,000
0.49%
% of portfolio
0.15%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
932Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.24 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.97 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.08 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.03 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$651 Million16.46% of portfolio