Yhb Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Yhb Investment Advisors, Inc.
- $1.17 Billion
- Q1 2025
A detailed history of Yhb Investment Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 136,591 shares of SPDW stock, worth $5.03 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
136,591
Previous 137,951
0.99%
Holding current value
$5.03 Million
Previous $4.71 Million
5.63%
% of portfolio
0.43%
Previous 0.39%
Shares
20 transactions
Others Institutions Holding SPDW
# of Institutions
1,054Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.46 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$810 Million17.44% of portfolio