Hfm Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Hfm Investment Advisors, LLC

$227 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 16, 2025	BUY	$33.84 - $37.77 $3,113 - $3,474	92 New	92 $3.32 Million

Others Institutions Holding SPDW

# of Institutions

1,145

Shares Held

576M

Call Options Held

500

Put Options Held

200

Creative Planning Overland Park, KS

99.6M
Shares

$4.11 Billion
3.47% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.46 Billion
4.84% of portfolio
Allworth Financial LP

32M
Shares

$1.32 Billion
6.42% of portfolio
Lpl Financial LLC Fort Mill, SC

30M
Shares

$1.24 Billion
0.43% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$724 Million
16.36% of portfolio

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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