Peterson Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Peterson Wealth Management
- $156 Million
- Q3 2024
A detailed history of Peterson Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Peterson Wealth Management holds 6,375 shares of SPDW stock, worth $226,248. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,375
Previous 6,375
-0.0%
Holding current value
$226,248
Previous $223,000
7.17%
% of portfolio
0.15%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
957Shares Held
489MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.2 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.89 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.06 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$967 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$624 Million16.39% of portfolio