Lwm Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q2 2025
A detailed history of Lwm Advisory Services, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 23,473 shares of SPDW stock, worth $1.02 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
23,473
Previous 23,902
1.79%
Holding current value
$1.02 Million
Previous $870,000
9.2%
% of portfolio
0.68%
Previous 0.63%
Shares
15 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