Accel Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Accel Wealth Management
- $268 Million
- Q1 2025
A detailed history of Accel Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Accel Wealth Management holds 9,500 shares of SPDW stock, worth $378,195. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,650
1.55%
Holding current value
$378,195
Previous $329,000
5.78%
% of portfolio
0.13%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio