4 Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 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 10,361 shares of SPDW stock, worth $421,899. This represents 0.43% of its overall portfolio holdings.
Number of Shares
10,361
Previous 9,280
11.65%
Holding current value
$421,899
Previous $338 Million
24.15%
% of portfolio
0.43%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,122Shares Held
570MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.53 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.66 Billion5.11% of portfolio
-
Allworth Financial LP32MShares$1.3 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.25 Billion0.45% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$716 Million16.36% of portfolio