Lwm Advisory Services, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Lwm Advisory Services, LLC
- $153 Million
- Q3 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 23,569 shares of SPDW stock, worth $1.03 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
23,569
Previous 23,473
0.41%
Holding current value
$1.03 Million
Previous $950,000
6.11%
% of portfolio
0.66%
Previous 0.68%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
1,192Shares Held
608MCall Options Held
5.2KPut Options Held
13K-
Creative Planning Overland Park, KS113MShares$4.93 Billion3.74% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA58.5MShares$2.56 Billion4.79% of portfolio
-
Lpl Financial LLC Fort Mill, SC34.1MShares$1.49 Billion0.46% of portfolio
-
Allworth Financial LP29.7MShares$1.3 Billion5.78% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio