Falcon Wealth Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History
Falcon Wealth Planning
- $1 Billion
- Q3 2025
A detailed history of Falcon Wealth Planning transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Falcon Wealth Planning holds 4,799 shares of SPDW stock, worth $210,004. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,799Holding current value
$210,004% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,191Shares Held
608MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
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Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
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Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
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Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio