Quantum Financial Planning Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Quantum Financial Planning Services, Inc.
- $247 Billion
- Q3 2025
A detailed history of Quantum Financial Planning Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Quantum Financial Planning Services, Inc. holds 8,321 shares of SPDW stock, worth $360,132. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,321Holding current value
$360,132% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,152Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio