Caliber Wealth Management, LLC / Ks Spdr Ser Tr Fds Spdr Portfolio Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 130,696 shares of SPDW stock, worth $5.19 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
130,696Holding current value
$5.19 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.44 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.59 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
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Cwm, LLC13MShares$515 Million1.88% of portfolio