Mc Namara Financial Services, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mc Namara Financial Services, Inc.
- $498 Million
- Q2 2025
A detailed history of Mc Namara Financial Services, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 2,177,842 shares of SPDW stock, worth $89.8 Million. This represents 17.72% of its overall portfolio holdings.
Number of Shares
2,177,842
Previous 2,200,799
1.04%
Holding current value
$89.8 Million
Previous $80.8 Million
9.09%
% of portfolio
17.72%
Previous 17.6%
Shares
31 transactions
Others Institutions Holding SPDW
# of Institutions
1,108Shares 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