Financial Advisory Group Spdr Ser Tr Fds Spdr Portfolio Transaction History
Financial Advisory Group
- $552 Million
- Q1 2024
A detailed history of Financial Advisory Group transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Financial Advisory Group holds 1,242,649 shares of SPDW stock, worth $45.7 Million. This represents 8.06% of its overall portfolio holdings.
Number of Shares
1,242,649
Previous 1,175,414
5.72%
Holding current value
$45.7 Million
Previous $40 Million
11.41%
% of portfolio
8.06%
Previous 7.78%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio