Fortem Financial Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortem Financial Group, LLC
- $249 Million
- Q1 2025
A detailed history of Fortem Financial Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortem Financial Group, LLC holds 11,439 shares of SPDW stock, worth $433,080. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,439
Previous 11,439
-0.0%
Holding current value
$433,080
Previous $390,000
6.67%
% of portfolio
0.17%
Previous 0.15%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,069Shares Held
526MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.6 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.53 Billion4.81% of portfolio
-
Allworth Financial LP31.6MShares$1.2 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.16 Billion0.45% of portfolio
-
Tiaa Trust, National Association Charlotte, NC13.3MShares$504 Million1.38% of portfolio