Coastal Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $245 Million
- Q2 2025
A detailed history of Coastal Investment Advisors, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 30,409 shares of SPDW stock, worth $1.25 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
30,409
Previous 30,523
0.37%
Holding current value
$1.25 Million
Previous $1.11 Million
10.8%
% of portfolio
0.5%
Previous 0.52%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,125Shares Held
583MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio