Castleview Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Castleview Partners, LLC
- $111 Million
- Q1 2025
A detailed history of Castleview Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Castleview Partners, LLC holds 8,343 shares of SPDW stock, worth $313,196. This represents 0.27% of its overall portfolio holdings.
Number of Shares
8,343
Previous 8,462
1.41%
Holding current value
$313,196
Previous $288,000
5.21%
% of portfolio
0.27%
Previous 0.19%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
1,059Shares Held
546MCall 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