Dakota Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Dakota Wealth Management
- $4.2 Billion
- Q1 2025
A detailed history of Dakota Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Dakota Wealth Management holds 805,763 shares of SPDW stock, worth $32.1 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
805,763
Previous 224,328
259.19%
Holding current value
$32.1 Million
Previous $7.66 Million
283.19%
% of portfolio
0.7%
Previous 0.18%
Shares
14 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