Jim Saulnier & Associates, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Jim Saulnier & Associates, LLC
- $179 Billion
- Q3 2025
A detailed history of Jim Saulnier & Associates, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Jim Saulnier & Associates, LLC holds 27,597 shares of SPDW stock, worth $1.2 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
27,597Holding current value
$1.2 Million% of portfolio
0.66%Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,178Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.32 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