Evolution Wealth Management Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 4,098 shares of SPDW stock, worth $179,328. This represents 0.18% of its overall portfolio holdings.
Number of Shares
4,098
Previous 4,003
2.37%
Holding current value
$179,328
Previous $162 Million
8.19%
% of portfolio
0.18%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,193Shares Held
607MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio