Caldwell Trust CO Spdr Ser Tr Fds Spdr Portfolio Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Caldwell Trust CO holds 336 shares of SPDW stock, worth $14,552. This represents 0.0% of its overall portfolio holdings.
Number of Shares
336
Previous 336
-0.0%
Holding current value
$14,552
Previous $13.6 Million
5.67%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,178Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.32 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