Beverly Hills Private Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Beverly Hills Private Wealth, LLC
- $567 Billion
- Q3 2025
A detailed history of Beverly Hills Private Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 5,497 shares of SPDW stock, worth $243,407. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,497Holding current value
$243,407% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,195Shares Held
594MCall Options Held
500Put Options Held
13K-
Creative Planning Overland Park, KS99.6MShares$4.41 Billion3.47% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.65 Billion4.84% of portfolio
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Lpl Financial LLC Fort Mill, SC34.1MShares$1.51 Billion0.46% of portfolio
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Allworth Financial LP32MShares$1.41 Billion6.42% of portfolio
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Auto Owners Insurance CO Lansing, MI17.6MShares$778 Million16.36% of portfolio