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 $207,700. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,799

Holding current value

$207,700

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 10, 2025	BUY	$39.8 - $42.86 $191,000 - $205,685	4,799 New	4,799 $205,000

Others Institutions Holding SPDW

# of Institutions

1,162

Shares Held

579M

Call Options Held

500

Put Options Held

200

Creative Planning Overland Park, KS

99.6M
Shares

$4.31 Billion
3.47% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.59 Billion
4.84% of portfolio
Allworth Financial LP

32M
Shares

$1.38 Billion
6.42% of portfolio
Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.3 Billion
0.43% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$761 Million
16.36% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Falcon Wealth Planning Spdr Ser Tr Fds Spdr Portfolio Transaction History