Bcs Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Bcs Wealth Management
- $389 Million
- Q1 2025
A detailed history of Bcs Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Bcs Wealth Management holds 132,325 shares of SPDW stock, worth $4.86 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
132,325
Previous 132,883
0.42%
Holding current value
$4.86 Million
Previous $4.54 Million
6.24%
% of portfolio
1.24%
Previous 1.13%
Shares
15 transactions
Others Institutions Holding SPDW
# of Institutions
1,049Shares Held
535MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.52 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.45 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.03 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$807 Million17.44% of portfolio