4 Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
4 Wealth Advisors, Inc.
- $117 Billion
- Q4 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 10,385 shares of SPDW stock, worth $454,447. This represents 0.39% of its overall portfolio holdings.
Number of Shares
10,385
Previous 10,033
3.51%
Holding current value
$454,447
Previous $429 Million
7.43%
% of portfolio
0.39%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,206Shares Held
613MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Cwm, LLC15.5MShares$679 Million1.87% of portfolio