Goldstein Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Goldstein Advisors, LLC
- $823 Billion
- Q3 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 41,140 shares of SPDW stock, worth $1.78 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
41,140
Previous 1,051,949
96.09%
Holding current value
$1.78 Million
Previous $42.6 Billion
95.87%
% of portfolio
0.21%
Previous 5.72%
Shares
11 transactions
Others Institutions Holding SPDW
# of Institutions
1,158Shares Held
577MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio