Delap Wealth Advisory, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 163,131 shares of SPDW stock, worth $6.72 Million. This represents 3.17% of its overall portfolio holdings.
Number of Shares
163,131
Previous 82,469
97.81%
Holding current value
$6.72 Million
Previous $3 Billion
119.97%
% of portfolio
3.17%
Previous 1.67%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,125Shares Held
583MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio