New England Capital Financial Advisors LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
New England Capital Financial Advisors LLC
- $193 Billion
- Q3 2024
A detailed history of New England Capital Financial Advisors LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 216,480 shares of SPDW stock, worth $7.83 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
216,480
Previous 212,798
1.73%
Holding current value
$7.83 Million
Previous $7.46 Billion
8.92%
% of portfolio
4.22%
Previous 4.17%
Shares
8 transactions
Others Institutions Holding SPDW
# of Institutions
936Shares Held
486MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.18 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.93 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.08 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$635 Million16.46% of portfolio