Sterling Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Sterling Wealth Management, Inc.
- $271 Billion
- Q4 2024
A detailed history of Sterling Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Sterling Wealth Management, Inc. holds 33,170 shares of SPDW stock, worth $1.22 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
33,170
Previous 33,947
2.29%
Holding current value
$1.22 Million
Previous $1.28 Billion
11.21%
% of portfolio
0.42%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,021Shares Held
529MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS68.7MShares$2.53 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.17 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$808 Million17.44% of portfolio