Forefront Wealth Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Forefront Wealth Partners, LLC
- $146 Billion
- Q2 2025
A detailed history of Forefront Wealth Partners, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Forefront Wealth Partners, LLC holds 6,861 shares of SPDW stock, worth $299,002. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,861
Previous 21,774
68.49%
Holding current value
$299,002
Previous $793 Million
67.74%
% of portfolio
0.18%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,145Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio