Great Valley Advisor Group, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Great Valley Advisor Group, Inc.
- $4.13 Billion
- Q1 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 232,723 shares of SPDW stock, worth $9.26 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
232,723
Previous 207,705
12.04%
Holding current value
$9.26 Million
Previous $7.09 Million
19.54%
% of portfolio
0.21%
Previous 0.17%
Shares
20 transactions
Others Institutions Holding SPDW
# of Institutions
1,087Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.45 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.6 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$516 Million1.88% of portfolio