Symphony Financial, Ltd. Co. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Symphony Financial, Ltd. Co.
- $608 Million
- Q3 2024
A detailed history of Symphony Financial, Ltd. Co. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 108,991 shares of SPDW stock, worth $3.74 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
108,991
Previous 103,057
5.76%
Holding current value
$3.74 Million
Previous $3.62 Million
13.22%
% of portfolio
0.67%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
956Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.12 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.83 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.02 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$936 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$603 Million16.39% of portfolio