Altus Wealth Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Altus Wealth Group LLC
- $235 Million
- Q3 2025
A detailed history of Altus Wealth Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Altus Wealth Group LLC holds 13,817 shares of SPDW stock, worth $597,999. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,817
Previous 14,117
2.13%
Holding current value
$597,999
Previous $571,000
3.5%
% of portfolio
0.25%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding SPDW
# of Institutions
1,158Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 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