Jdm Financial Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Jdm Financial Group LLC
- $197 Billion
- Q1 2025
A detailed history of Jdm Financial Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Jdm Financial Group LLC holds 405,031 shares of SPDW stock, worth $16.4 Million. This represents 7.48% of its overall portfolio holdings.
Number of Shares
405,031
Previous 383,107
5.72%
Holding current value
$16.4 Million
Previous $13.1 Billion
12.79%
% of portfolio
7.48%
Previous 6.8%
Shares
10 transactions
Others Institutions Holding SPDW
# of Institutions
1,108Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.52 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.65 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.25 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$576 Million2.02% of portfolio