Yoffe Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Yoffe Investment Management, LLC
- $68.1 Billion
- Q1 2025
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 6,841 shares of SPDW stock, worth $275,897. This represents 0.37% of its overall portfolio holdings.
Number of Shares
6,841
Previous 6,841
-0.0%
Holding current value
$275,897
Previous $233 Million
6.68%
% of portfolio
0.37%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,100Shares Held
554MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.49 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Cwm, LLC13MShares$523 Million1.88% of portfolio