Moneco Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Moneco Advisors, LLC
- $1.02 Billion
- Q2 2025
A detailed history of Moneco Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Moneco Advisors, LLC holds 203,228 shares of SPDW stock, worth $8.8 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
203,228
Previous 126,798
60.28%
Holding current value
$8.8 Million
Previous $4.62 Million
78.25%
% of portfolio
0.8%
Previous 0.49%
Shares
16 transactions
Others Institutions Holding SPDW
# of Institutions
1,168Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 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
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio