Coordinated Financial Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 15,398 shares of SPDW stock, worth $671,044. This represents 0.43% of its overall portfolio holdings.
Number of Shares
15,398
Previous 14,392
6.99%
Holding current value
$671,044
Previous $491 Million
26.93%
% of portfolio
0.43%
Previous 0.38%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,147Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 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$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio