Fourth Dimension Wealth, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Fourth Dimension Wealth, LLC
- $237 Billion
- Q2 2025
A detailed history of Fourth Dimension Wealth, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 137,724 shares of SPDW stock, worth $5.67 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
137,724
Previous 124,291
10.81%
Holding current value
$5.67 Million
Previous $4.53 Billion
23.22%
% of portfolio
2.35%
Previous 2.19%
Shares
3 transactions
Others Institutions Holding SPDW
# of Institutions
1,125Shares Held
583MCall Options Held
3.1KPut Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.11 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP32MShares$1.32 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio