Cornerstone Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Cornerstone Wealth Management, LLC
- $1.43 Billion
- Q1 2025
A detailed history of Cornerstone Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 237,396 shares of SPDW stock, worth $9.45 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
237,396
Previous 228,443
3.92%
Holding current value
$9.45 Million
Previous $7.8 Million
11.84%
% of portfolio
0.61%
Previous 0.54%
Shares
30 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio