Coordinated Financial Services, Inc./Co Spdr Ser Tr Fds Spdr Portfolio Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 14,392 shares of SPDW stock, worth $625,332. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,392
Previous 14,261
0.92%
Holding current value
$625,332
Previous $500 Million
4.74%
% of portfolio
0.4%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
576MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.33 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$764 Million16.36% of portfolio