Fortress Wealth Management, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fortress Wealth Management, Inc.
- $186 Million
- Q3 2025
A detailed history of Fortress Wealth Management, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fortress Wealth Management, Inc. holds 7,000 shares of SPDW stock, worth $306,320. This represents 0.16% of its overall portfolio holdings.
Number of Shares
7,000
Previous 7,490
6.54%
Holding current value
$306,320
Previous $303,000
1.32%
% of portfolio
0.16%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,194Shares Held
610MCall 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 LP32MShares$1.4 Billion6.42% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio