Accurate Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 6,209 shares of SPDW stock, worth $270,588. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,209Holding current value
$270,588% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
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Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio