4 Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 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 10,033 shares of SPDW stock, worth $434,529. This represents 0.38% of its overall portfolio holdings.
Number of Shares
10,033
Previous 10,361
3.17%
Holding current value
$434,529
Previous $419 Million
2.33%
% of portfolio
0.38%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding SPDW
# of Institutions
1,184Shares Held
586MCall 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