Ma Private Wealth Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ma Private Wealth
- $540 Million
- Q2 2025
A detailed history of Ma Private Wealth transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ma Private Wealth holds 7,240 shares of SPDW stock, worth $298,432. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,240
Previous 7,240
-0.0%
Holding current value
$298,432
Previous $263,000
11.41%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio