One Wealth Capital Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
One Wealth Capital Management, LLC
- $186 Billion
- Q1 2025
A detailed history of One Wealth Capital Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 7,829 shares of SPDW stock, worth $310,967. This represents 0.15% of its overall portfolio holdings.
Number of Shares
7,829
Previous 34,591
77.37%
Holding current value
$310,967
Previous $1.18 Billion
75.85%
% of portfolio
0.15%
Previous 0.6%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,088Shares Held
550MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.44 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.59 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.26 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.22 Billion0.45% of portfolio
-
Cwm, LLC13MShares$515 Million1.88% of portfolio