Occidental Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Occidental Asset Management, LLC
- $717 Million
- Q2 2025
A detailed history of Occidental Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Occidental Asset Management, LLC holds 119,187 shares of SPDW stock, worth $4.81 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
119,187
Previous 116,650
2.17%
Holding current value
$4.81 Million
Previous $4.25 Million
13.61%
% of portfolio
0.67%
Previous 0.65%
Shares
28 transactions
Others Institutions Holding SPDW
# of Institutions
1,100Shares Held
554MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.49 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.63 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.28 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.24 Billion0.45% of portfolio
-
Cwm, LLC13MShares$523 Million1.88% of portfolio