Compass Financial Services Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Compass Financial Services Inc holds 766 shares of SPDW stock, worth $33,152. This represents 0.02% of its overall portfolio holdings.
Number of Shares
766
Previous 764
0.26%
Holding current value
$33,152
Previous $27.8 Million
11.44%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,159Shares Held
579MCall 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