Schechter Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Schechter Investment Advisors, LLC
- $945 Million
- Q4 2024
A detailed history of Schechter Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 72,547 shares of SPDW stock, worth $2.74 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
72,547
Previous 72,539
0.01%
Holding current value
$2.74 Million
Previous $2.72 Million
9.1%
% of portfolio
0.26%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,042Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.6 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.52 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.2 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.06 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$830 Million17.44% of portfolio