Kelman Lazarov, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kelman Lazarov, Inc.

$624 Million
Q3 2025

A detailed history of Kelman Lazarov, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 12,334 shares of SPDW stock, worth $546,149. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,334

Holding current value

$546,149

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 12, 2025	BUY	$39.8 - $42.86 $490,893 - $528,635	12,334 New	12,334 $527,000

Others Institutions Holding SPDW

# of Institutions

1,197

Shares Held

593M

Call Options Held

500

Put Options Held

13K

Creative Planning Overland Park, KS

99.6M
Shares

$4.41 Billion
3.47% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

59.7M
Shares

$2.65 Billion
4.84% of portfolio
Lpl Financial LLC Fort Mill, SC

34.1M
Shares

$1.51 Billion
0.46% of portfolio
Allworth Financial LP

32M
Shares

$1.41 Billion
6.42% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$778 Million
16.36% of portfolio

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

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Kelman Lazarov, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History