4 Wealth Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
4 Wealth Advisors, Inc.
- $91.8 Billion
- Q1 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 9,280 shares of SPDW stock, worth $351,340. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,280
Previous 11,849
21.68%
Holding current value
$351,340
Previous $404 Million
16.45%
% of portfolio
0.37%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,085Shares Held
548MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS86.6MShares$3.28 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.47 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.16 Billion0.45% of portfolio
-
Cwm, LLC13MShares$491 Million1.88% of portfolio