Kwb Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History
Kwb Wealth
- $789 Million
- Q4 2024
A detailed history of Kwb Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Kwb Wealth holds 1,153,790 shares of SPDW stock, worth $42 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
1,153,790
Previous 1,196,984
3.61%
Holding current value
$42 Million
Previous $45 Million
12.41%
% of portfolio
4.99%
Previous 5.58%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
1,039Shares Held
536MCall Options Held
2.4KPut Options Held
2.1K-
Creative Planning Overland Park, KS68.7MShares$2.5 Billion2.29% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA66.7MShares$2.43 Billion4.81% of portfolio
-
Allworth Financial LP31.7MShares$1.16 Billion6.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC28MShares$1.02 Billion0.4% of portfolio
-
Auto Owners Insurance CO Lansing, MI22MShares$801 Million17.44% of portfolio