Yoffe Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Yoffe Investment Management, LLC
- $68.3 Billion
- Q4 2024
A detailed history of Yoffe Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Yoffe Investment Management, LLC holds 16,149 shares of SPDW stock, worth $593,152. This represents 0.34% of its overall portfolio holdings.
Number of Shares
16,149Holding current value
$593,152% of portfolio
0.34%Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,045Shares Held
533MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
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Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio