Holistic Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Holistic Planning, LLC holds 6,548 shares of SPDW stock, worth $260,675. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,548

Holding current value

$260,675

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$33.84 - $37.77 $221,584 - $247,317	6,548 New	6,548 $238 Million

Others Institutions Holding SPDW

# of Institutions

1,088

Shares Held

550M

Call Options Held

3.1K

Put Options Held

441

Creative Planning Overland Park, KS

86.6M
Shares

$3.45 Billion
2.98% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

65.2M
Shares

$2.6 Billion
5.11% of portfolio
Allworth Financial LP

31.6M
Shares

$1.26 Billion
6.63% of portfolio
Lpl Financial LLC Fort Mill, SC

30.7M
Shares

$1.22 Billion
0.45% of portfolio
Cwm, LLC

13M
Shares

$516 Million
1.88% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
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Holistic Planning, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History