Strategies Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 2,651,950 shares of SPDW stock, worth $95.5 Million. This represents 13.32% of its overall portfolio holdings.
Number of Shares
2,651,950
Previous 2,380,864
11.39%
Holding current value
$95.5 Million
Previous $83.5 Billion
19.26%
% of portfolio
13.32%
Previous 12.16%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
938Shares Held
486MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.17 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.92 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.08 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$633 Million16.46% of portfolio