Coastal Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $212 Million
- Q1 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 30,523 shares of SPDW stock, worth $1.16 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
30,523
Previous 22,682
34.57%
Holding current value
$1.16 Million
Previous $774,000
43.54%
% of portfolio
0.52%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding SPDW
# of Institutions
1,067Shares Held
533MCall 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, SC28MShares$1.06 Billion0.4% of portfolio
-
Tiaa Trust, National Association Charlotte, NC13.3MShares$504 Million1.38% of portfolio