Level Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Level Wealth Management LLC
- $172 Billion
- Q2 2025
A detailed history of Level Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Level Wealth Management LLC holds 13,701 shares of SPDW stock, worth $552,424. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,701
Previous 13,701
-0.0%
Holding current value
$552,424
Previous $499 Million
11.21%
% of portfolio
0.32%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,109Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.49 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$572 Million2.02% of portfolio