Goldstein Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Goldstein Advisors, LLC
- $744 Billion
- Q2 2025
A detailed history of Goldstein Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Goldstein Advisors, LLC holds 1,051,949 shares of SPDW stock, worth $43.3 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
1,051,949
Previous 895,038
17.53%
Holding current value
$43.3 Million
Previous $32.6 Billion
30.7%
% of portfolio
5.72%
Previous 4.76%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,128Shares Held
584MCall 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, SC30MShares$1.24 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$724 Million16.36% of portfolio