Cabot Wealth Management Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cabot Wealth Management Inc
- $780 Million
- Q1 2025
A detailed history of Cabot Wealth Management Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cabot Wealth Management Inc holds 72,477 shares of SPDW stock, worth $2.72 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
72,477
Previous 70,917
2.2%
Holding current value
$2.72 Million
Previous $2.42 Million
9.01%
% of portfolio
0.34%
Previous 0.31%
Shares
24 transactions
Others Institutions Holding SPDW
# of Institutions
1,058Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.58 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.51 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.19 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.05 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$825 Million17.44% of portfolio