Naples Global Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Naples Global Advisors, LLC
- $1.13 Billion
- Q2 2025
A detailed history of Naples Global Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Naples Global Advisors, LLC holds 8,755 shares of SPDW stock, worth $381,542. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,755
Previous 8,455
3.55%
Holding current value
$381,542
Previous $310,000
14.19%
% of portfolio
0.03%
Previous 0.03%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
1,148Shares Held
575MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.34 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.6 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.39 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.31 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$766 Million16.36% of portfolio