21 West Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 2025
A detailed history of 21 West Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, 21 West Wealth Management LLC holds 72,453 shares of SPDW stock, worth $3.14 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
72,453
Previous 70,495
2.78%
Holding current value
$3.14 Million
Previous $2.85 Billion
8.62%
% of portfolio
2.94%
Previous 2.88%
Shares
2 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