Coastal Investment Advisors, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Coastal Investment Advisors, Inc.
- $281 Million
- Q3 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 31,488 shares of SPDW stock, worth $1.36 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
31,488
Previous 30,409
3.55%
Holding current value
$1.36 Million
Previous $1.23 Million
9.42%
% of portfolio
0.48%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,170Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio