Caliber Wealth Management, LLC / Ks Spdr Ser Tr Fds Spdr Portfolio Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 130,696 shares of SPDW stock, worth $4.95 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
130,696Holding current value
$4.95 Million% of portfolio
0.65%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,069Shares Held
526MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.6 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.53 Billion4.81% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.16 Billion0.45% of portfolio
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Tiaa Trust, National Association Charlotte, NC13.3MShares$504 Million1.38% of portfolio