Mittelman Wealth Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mittelman Wealth Management
- $153 Billion
- Q3 2025
A detailed history of Mittelman Wealth Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mittelman Wealth Management holds 8,409 shares of SPDW stock, worth $367,977. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,409
Previous 12,066
30.31%
Holding current value
$367,977
Previous $489 Million
26.35%
% of portfolio
0.24%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,194Shares Held
610MCall 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 LP32MShares$1.4 Billion6.42% of portfolio
-
Auto Owners Insurance CO Lansing, MI15.2MShares$666 Million17.06% of portfolio