Pensionmark Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Call Options Transaction History

Pensionmark Financial Group, LLC

$3.09 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPDW

# of Institutions

983

Shares Held

504M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

66.7M
Shares

$2.42 Billion
4.81% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.93 Billion
1.99% of portfolio
Allworth Financial LP

31.7M
Shares

$1.15 Billion
6.24% of portfolio
Lpl Financial LLC Fort Mill, SC

28M
Shares

$1.02 Billion
0.4% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$637 Million
16.39% of portfolio

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