Marshall & Sterling Wealth Advisors Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 1,499 shares of SPDW stock, worth $64,921. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,499Holding current value
$64,921% of portfolio
0.04%Shares
1 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
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Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio